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
351
$1.17M 0.05%
56,370
+4,038
352
$1.17M 0.05%
41,804
+2,060
353
$1.16M 0.05%
8,773
+1,600
354
$1.16M 0.05%
25,503
-617
355
$1.16M 0.05%
23,476
+5,503
356
$1.16M 0.05%
42,633
+2,360
357
$1.15M 0.05%
69,909
+25,544
358
$1.13M 0.05%
15,234
+915
359
$1.13M 0.05%
28,802
+9,744
360
$1.12M 0.05%
84,791
-378
361
$1.12M 0.05%
19,211
+3,036
362
$1.12M 0.05%
20,048
-2,866
363
$1.11M 0.05%
20,889
+405
364
$1.11M 0.05%
11,457
+835
365
$1.11M 0.05%
16,549
-368
366
$1.1M 0.05%
11,570
+1,751
367
$1.1M 0.05%
49,912
+5,936
368
$1.1M 0.05%
18,482
+12,405
369
$1.1M 0.04%
44,679
-3,612
370
$1.09M 0.04%
61,309
+16,783
371
$1.08M 0.04%
16,799
+910
372
$1.08M 0.04%
13,090
+2,718
373
$1.07M 0.04%
11,565
+2,696
374
$1.07M 0.04%
48,898
+5,375
375
$1.07M 0.04%
30,284
+686
13 14
15
16 17