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
201
$1.94M 0.1%
+25,588
202
$1.93M 0.1%
+110,534
203
$1.91M 0.1%
+61,753
204
$1.89M 0.1%
+69,062
205
$1.89M 0.1%
+64,633
206
$1.88M 0.1%
+32,800
207
$1.86M 0.09%
+36,818
208
$1.86M 0.09%
+33,349
209
$1.85M 0.09%
+55,630
210
$1.84M 0.09%
+31,293
211
$1.83M 0.09%
+134,280
212
$1.82M 0.09%
+20,428
213
$1.82M 0.09%
+25,027
214
$1.81M 0.09%
+16,338
215
$1.8M 0.09%
+160,242
216
$1.78M 0.09%
+28,861
217
$1.73M 0.09%
+167,876
218
$1.7M 0.09%
+26,017
219
$1.7M 0.09%
+31,490
220
$1.67M 0.08%
+57,286
221
$1.66M 0.08%
+20,169
222
$1.65M 0.08%
+27,319
223
$1.65M 0.08%
+118,940
224
$1.65M 0.08%
+59,612
225
$1.64M 0.08%
+19,797
7 8
9
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