Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.97B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,107
New
Increased
Reduced
Closed

Top Buys

1
+$68.8M
2
+$47.6M
3
+$44.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$42.9M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$34.4M

Top Sells

No sells this quarter

Sector Composition

1 Energy 6.62%
2 Healthcare 5.06%
3 Financials 4.55%
4 Consumer Staples 4.2%
5 Technology 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$105K 0.01%
+556
1052
$103K 0.01%
+17,617
1053
$99K 0.01%
+10,441
1054
$99K 0.01%
+16,959
1055
$98K 0.01%
+3,980
1056
$96K ﹤0.01%
+1,599
1057
$96K ﹤0.01%
+10,388
1058
$95K ﹤0.01%
+10,404
1059
$92K ﹤0.01%
+18,338
1060
$91K ﹤0.01%
+40,052
1061
$88K ﹤0.01%
+12,450
1062
$86K ﹤0.01%
+15,342
1063
$85K ﹤0.01%
+6,641
1064
$84K ﹤0.01%
+16,879
1065
$81K ﹤0.01%
+11,225
1066
$79K ﹤0.01%
+11,970
1067
$78K ﹤0.01%
+14,012
1068
$76K ﹤0.01%
+10,315
1069
$75K ﹤0.01%
+11,053
1070
$75K ﹤0.01%
+12,176
1071
$72K ﹤0.01%
+13,929
1072
$72K ﹤0.01%
+792
1073
$68K ﹤0.01%
+34,074
1074
$67K ﹤0.01%
+17,896
1075
$65K ﹤0.01%
+14,837
41 42
43
44 45