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
26
$16.7M 0.69%
151,202
+23,341
27
$16.4M 0.67%
198,766
+30,718
28
$16.4M 0.67%
214,841
+30,023
29
$15.7M 0.64%
283,207
-4,030
30
$15.3M 0.63%
129,046
+3,637
31
$15.2M 0.62%
138,651
+28,169
32
$14.7M 0.6%
166,604
+32,403
33
$14.2M 0.58%
173,956
+13,225
34
$14M 0.57%
148,653
+7,516
35
$14M 0.57%
333,955
+42,943
36
$13.4M 0.55%
272,600
+20,325
37
$13.4M 0.55%
462,684
+433,916
38
$12.7M 0.52%
436,585
+38,273
39
$12M 0.49%
313,611
+13,984
40
$11.9M 0.49%
66,127
+3,845
41
$11.6M 0.48%
105,777
-9,890
42
$11M 0.45%
154,109
+44,824
43
$10.9M 0.45%
700,948
+12,308
44
$10.7M 0.44%
210,426
+12,177
45
$10.7M 0.44%
64,722
-6,492
46
$10.4M 0.43%
42,756
+408
47
$10.4M 0.43%
204,044
+2,805
48
$10.2M 0.42%
272,406
+16,700
49
$10.1M 0.41%
156,151
-7,814
50
$10.1M 0.41%
184,276
+64,826
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