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
451
$854K 0.04%
20,884
452
$846K 0.03%
+16,890
453
$845K 0.03%
28,482
-7,030
454
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54,980
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455
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54,165
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456
$836K 0.03%
24,671
+3,998
457
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27,268
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458
$835K 0.03%
18,059
+2,219
459
$835K 0.03%
26,625
+354
460
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9,295
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461
$831K 0.03%
17,545
+373
462
$826K 0.03%
58,735
+19,340
463
$820K 0.03%
69,076
+7,780
464
$817K 0.03%
43,361
-496
465
$816K 0.03%
24,800
-6,176
466
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467
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16,082
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468
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469
$809K 0.03%
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470
$801K 0.03%
17,491
+2,303
471
$793K 0.03%
12,723
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472
$793K 0.03%
12,963
-2,517
473
$782K 0.03%
14,575
+3,894
474
$781K 0.03%
45,232
+1,769
475
$774K 0.03%
14,217
+9,324
17 18
19
20 21