Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.44B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,327
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$14.9M
3
+$12.5M
4
BND icon
Vanguard Total Bond Market
BND
+$12.2M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$12.1M

Top Sells

1
+$54.2M
2
+$17.9M
3
+$15M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$14.3M
5
WTRE icon
WisdomTree New Economy Real Estate Fund
WTRE
+$13.9M

Sector Composition

1 Energy 6.39%
2 Healthcare 4.92%
3 Financials 4.92%
4 Industrials 4.48%
5 Technology 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.08M 0.09%
24,998
-241
227
$2.07M 0.08%
75,317
-505,895
228
$2.07M 0.08%
22,775
-3,617
229
$2.04M 0.08%
81,544
+8,668
230
$2.04M 0.08%
65,882
-3,086
231
$2.03M 0.08%
34,514
+9,301
232
$2M 0.08%
59,672
+2,346
233
$1.99M 0.08%
+163,817
234
$1.99M 0.08%
31,550
-224
235
$1.99M 0.08%
19,604
-14,664
236
$1.98M 0.08%
23,468
+1,080
237
$1.98M 0.08%
21,991
+1,934
238
$1.98M 0.08%
64,330
+8,030
239
$1.98M 0.08%
17,943
-21,233
240
$1.97M 0.08%
45,402
+10,257
241
$1.95M 0.08%
265,890
+3,666
242
$1.94M 0.08%
26,912
+2,603
243
$1.94M 0.08%
95,254
+7,400
244
$1.92M 0.08%
+60,366
245
$1.92M 0.08%
75,057
+15,340
246
$1.91M 0.08%
93,588
+11,448
247
$1.91M 0.08%
20,592
-7,266
248
$1.91M 0.08%
141,856
-4,194
249
$1.9M 0.08%
109,250
+11,845
250
$1.88M 0.08%
20,801
+3,625
8 9
10
11 12