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
126
$3.23M 0.16%
+52,803
127
$3.19M 0.16%
+31,285
128
$3.14M 0.16%
+87,464
129
$3.13M 0.16%
+69,280
130
$3.12M 0.16%
+102,059
131
$3.12M 0.16%
+166,257
132
$3.11M 0.16%
+84,864
133
$3.09M 0.16%
+69,092
134
$3.07M 0.16%
+74,258
135
$3.06M 0.16%
+52,410
136
$3.06M 0.16%
+123,947
137
$3M 0.15%
+133,576
138
$3M 0.15%
+130,342
139
$2.95M 0.15%
+26,723
140
$2.94M 0.15%
+151,066
141
$2.94M 0.15%
+72,230
142
$2.88M 0.15%
+168,466
143
$2.82M 0.14%
+30,276
144
$2.81M 0.14%
+77,633
145
$2.79M 0.14%
+139,332
146
$2.78M 0.14%
+32,315
147
$2.76M 0.14%
+55,411
148
$2.75M 0.14%
+27,866
149
$2.73M 0.14%
+26,656
150
$2.71M 0.14%
+56,366
4 5
6
7 8