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
401
$993K 0.04%
33,900
+1,650
402
$988K 0.04%
9,540
-3,585
403
$984K 0.04%
11,856
+1,297
404
$981K 0.04%
17,791
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405
$971K 0.04%
19,948
+4,066
406
$971K 0.04%
6,667
+887
407
$967K 0.04%
20,698
+4,285
408
$963K 0.04%
17,933
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409
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72,650
410
$961K 0.04%
30,700
-350
411
$956K 0.04%
5,373
-12
412
$954K 0.04%
76,422
+23,223
413
$944K 0.04%
14,046
+1,601
414
$941K 0.04%
8,704
-373
415
$939K 0.04%
17,257
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416
$938K 0.04%
94,253
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417
$936K 0.04%
121,851
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418
$932K 0.04%
25,770
+468
419
$925K 0.04%
12,984
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420
$923K 0.04%
18,284
+9,995
421
$919K 0.04%
6,520
+3,134
422
$918K 0.04%
35,471
+2,227
423
$917K 0.04%
21,131
+8,726
424
$917K 0.04%
41,047
-4,233
425
$914K 0.04%
10,894
+320
15 16
17
18 19