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
276
$1.68M 0.07%
32,784
-128
277
$1.68M 0.07%
223,326
+19,254
278
$1.67M 0.07%
57,410
+8,372
279
$1.67M 0.07%
62,648
+20,935
280
$1.66M 0.07%
66,182
+6,007
281
$1.66M 0.07%
71,781
+8,705
282
$1.66M 0.07%
20,740
+6,558
283
$1.65M 0.07%
45,046
-3,147
284
$1.64M 0.07%
57,956
-18,308
285
$1.63M 0.07%
27,636
+1,610
286
$1.63M 0.07%
15,671
+2,153
287
$1.63M 0.07%
58,576
+7,097
288
$1.62M 0.07%
19,849
+9,804
289
$1.61M 0.07%
21,204
+1,159
290
$1.61M 0.07%
15,635
+4,226
291
$1.61M 0.07%
5,075
+1,371
292
$1.61M 0.07%
+59,988
293
$1.6M 0.07%
30,649
+4,546
294
$1.59M 0.07%
42,705
+4,041
295
$1.59M 0.07%
21,121
+6
296
$1.58M 0.06%
47,809
+5,120
297
$1.58M 0.06%
64,045
+8,145
298
$1.57M 0.06%
40,990
+16,973
299
$1.55M 0.06%
9,599
-254
300
$1.54M 0.06%
40,854
+3,333
10 11
12
13 14