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
426
$910K 0.04%
30,470
+2,203
427
$907K 0.04%
18,940
+3,442
428
$904K 0.04%
39,616
+4,030
429
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430
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431
$889K 0.04%
25,908
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432
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31,781
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433
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+13,050
434
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73,789
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435
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22,038
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436
$883K 0.04%
35,532
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437
$883K 0.04%
26,787
-11,810
438
$882K 0.04%
24,836
+272
439
$881K 0.04%
28,423
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440
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32,700
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441
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11,154
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442
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49,633
-45,141
443
$873K 0.04%
19,590
-1,188
444
$870K 0.04%
23,665
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445
$869K 0.04%
17,585
+1,139
446
$868K 0.04%
29,418
+4,118
447
$865K 0.04%
12,114
+3,200
448
$863K 0.04%
20,030
+6,252
449
$857K 0.04%
25,904
+5,188
450
$854K 0.04%
14,934
+59
16 17
18
19 20