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
251
$1.87M 0.08%
60,971
-11,888
252
$1.87M 0.08%
103,610
+10,260
253
$1.86M 0.08%
22,330
+10,080
254
$1.86M 0.08%
32,203
+5,490
255
$1.85M 0.08%
99,900
+7,490
256
$1.81M 0.07%
94,417
+16,708
257
$1.79M 0.07%
105,783
-5,246
258
$1.79M 0.07%
68,816
-1,820
259
$1.78M 0.07%
108,007
-6,413
260
$1.77M 0.07%
146,414
+21,691
261
$1.77M 0.07%
19,428
+430
262
$1.77M 0.07%
91,730
-17,993
263
$1.76M 0.07%
96,893
-5,781
264
$1.75M 0.07%
43,984
+37,728
265
$1.75M 0.07%
115,502
+24,082
266
$1.74M 0.07%
21,059
-587
267
$1.73M 0.07%
24,293
+1,082
268
$1.73M 0.07%
32,070
-2,434
269
$1.73M 0.07%
34,858
-3,204
270
$1.73M 0.07%
16,253
+3,002
271
$1.71M 0.07%
25,646
-3
272
$1.69M 0.07%
11,389
-482
273
$1.69M 0.07%
44,756
+7,016
274
$1.68M 0.07%
4,076
+368
275
$1.68M 0.07%
33,110
+831
9 10
11
12 13