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
1076
$63K ﹤0.01%
+3,613
1077
$62K ﹤0.01%
+14,836
1078
– –
0
1079
$57K ﹤0.01%
+12,358
1080
$52K ﹤0.01%
+30,750
1081
$52K ﹤0.01%
+10,850
1082
$51K ﹤0.01%
+29,255
1083
$47K ﹤0.01%
+2,542
1084
$45K ﹤0.01%
+34,795
1085
$45K ﹤0.01%
+1,260
1086
$44K ﹤0.01%
+19,727
1087
$42K ﹤0.01%
+30,200
1088
$39K ﹤0.01%
+1,914
1089
$34K ﹤0.01%
+1,079
1090
$33K ﹤0.01%
+1,071
1091
$27K ﹤0.01%
+22,763
1092
$24K ﹤0.01%
+755
1093
$21K ﹤0.01%
+2,396
1094
$21K ﹤0.01%
+51
1095
$21K ﹤0.01%
+20,000
1096
$18K ﹤0.01%
+14,286
1097
$16K ﹤0.01%
+7,822
1098
$16K ﹤0.01%
+10,600
1099
$14K ﹤0.01%
+60
1100
$14K ﹤0.01%
+10,816
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