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
476
$773K 0.03%
15,168
+1,685
477
$771K 0.03%
17,265
-5,082
478
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33,512
+153
479
$766K 0.03%
16,640
-3,130
480
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6,631
+1,002
481
$760K 0.03%
12,302
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482
$759K 0.03%
62,072
+7,296
483
$747K 0.03%
7,896
+2,143
484
$747K 0.03%
5,906
-3,069
485
$736K 0.03%
9,899
+252
486
$736K 0.03%
37,675
+7,635
487
$733K 0.03%
30,535
-3,629
488
$733K 0.03%
24,456
+100
489
$733K 0.03%
10,000
+2,775
490
$733K 0.03%
31,928
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491
$732K 0.03%
26,158
+96
492
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14,056
-58
493
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28,502
-4,612
494
$728K 0.03%
17,663
+4,434
495
$727K 0.03%
22,836
-1,111
496
$727K 0.03%
31,706
-1,595
497
$724K 0.03%
11,329
+1,528
498
$723K 0.03%
185,734
+61,062
499
$723K 0.03%
8,601
+2,567
500
$722K 0.03%
15,671
-2,052
18 19
20
21 22