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
326
$1.28M 0.05%
189,107
-18,183
327
$1.27M 0.05%
26,494
+6,353
328
$1.27M 0.05%
248
+30
329
$1.27M 0.05%
7,172
+1,972
330
$1.26M 0.05%
36,885
-15,320
331
$1.26M 0.05%
47,891
+729
332
$1.25M 0.05%
53,850
+15,150
333
$1.25M 0.05%
26,612
-750
334
$1.24M 0.05%
35,145
+101
335
$1.24M 0.05%
18,499
+1,263
336
$1.24M 0.05%
+47,535
337
$1.22M 0.05%
19,865
-8,186
338
$1.21M 0.05%
39,999
-4,595
339
$1.21M 0.05%
68,525
-608
340
$1.21M 0.05%
23,828
+9,674
341
$1.21M 0.05%
30,866
+2,223
342
$1.2M 0.05%
17,111
+3,368
343
$1.2M 0.05%
20,046
+3,152
344
$1.2M 0.05%
34,790
+1,238
345
$1.2M 0.05%
16,853
+327
346
$1.19M 0.05%
15,008
+3,168
347
$1.19M 0.05%
9,599
+174
348
$1.19M 0.05%
14,893
-5,311
349
$1.18M 0.05%
30,255
+1,712
350
$1.18M 0.05%
77,197
-2,934
12 13
14
15 16