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
376
$1.07M 0.04%
56,664
+6,274
377
$1.07M 0.04%
43,374
+6,860
378
$1.06M 0.04%
7,392
+161
379
$1.06M 0.04%
8,160
+446
380
$1.05M 0.04%
71,131
381
$1.05M 0.04%
93,392
+694
382
$1.04M 0.04%
19,541
+3,215
383
$1.04M 0.04%
23,774
+905
384
$1.04M 0.04%
48,119
+5,825
385
$1.04M 0.04%
16,821
-1,221
386
$1.04M 0.04%
14,012
-2,443
387
$1.04M 0.04%
25,446
+7,677
388
$1.03M 0.04%
16,363
-2,401
389
$1.02M 0.04%
22,866
+1,294
390
$1.02M 0.04%
38,905
+1,082
391
$1.02M 0.04%
35,301
+7,071
392
$1.01M 0.04%
59,139
+7,691
393
$1.01M 0.04%
92,589
+4,968
394
$1.01M 0.04%
5,491
+4,071
395
$1.01M 0.04%
26,212
+4,337
396
$1.01M 0.04%
45,576
+21,396
397
$1M 0.04%
19,824
-2,340
398
$1M 0.04%
27,725
-4,910
399
$1M 0.04%
28,108
+2,242
400
$999K 0.04%
14,992
+422
14 15
16
17 18