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
151
$2.69M 0.14%
+16,637
152
$2.64M 0.13%
+260,646
153
$2.56M 0.13%
+37,182
154
$2.55M 0.13%
+65,490
155
$2.54M 0.13%
+45,538
156
$2.53M 0.13%
+52,166
157
$2.52M 0.13%
+37,654
158
$2.51M 0.13%
+82,017
159
$2.47M 0.13%
+33,048
160
$2.47M 0.13%
+51,418
161
$2.45M 0.12%
+21,997
162
$2.44M 0.12%
+32,280
163
$2.44M 0.12%
+110,477
164
$2.41M 0.12%
+45,830
165
$2.4M 0.12%
+50,392
166
$2.4M 0.12%
+123,180
167
$2.38M 0.12%
+166,902
168
$2.36M 0.12%
+41,174
169
$2.35M 0.12%
+131,239
170
$2.35M 0.12%
+28,414
171
$2.33M 0.12%
+130,524
172
$2.33M 0.12%
+40,176
173
$2.32M 0.12%
+22,945
174
$2.31M 0.12%
+182,721
175
$2.31M 0.12%
+50,551
5 6
7
8 9