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
301
$1.54M 0.06%
17,987
-15,332
302
$1.54M 0.06%
140
-13
303
$1.52M 0.06%
16,841
+503
304
$1.52M 0.06%
36,903
-199,377
305
$1.5M 0.06%
59,106
+9,273
306
$1.5M 0.06%
38,107
+621
307
$1.48M 0.06%
19,081
-10,133
308
$1.48M 0.06%
59,212
+5,206
309
$1.48M 0.06%
16,484
+798
310
$1.47M 0.06%
55,969
+5,445
311
$1.47M 0.06%
15,888
+4,446
312
$1.43M 0.06%
34,179
+16,609
313
$1.41M 0.06%
15,186
+1,686
314
$1.4M 0.06%
20,562
+3,870
315
$1.39M 0.06%
+27,716
316
$1.38M 0.06%
28,441
+8,335
317
$1.38M 0.06%
12,791
+4,802
318
$1.38M 0.06%
152,368
+3,862
319
$1.35M 0.06%
11,608
-866
320
$1.35M 0.06%
102,748
+20,752
321
$1.33M 0.05%
62,064
+8,928
322
$1.31M 0.05%
14,493
+598
323
$1.31M 0.05%
24,100
-3,574
324
$1.3M 0.05%
24,681
+277
325
$1.28M 0.05%
28,482
+13,412
11 12
13
14 15