Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
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 Financials 4.93%
3 Healthcare 4.92%
4 Industrials 4.51%
5 Technology 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$721K 0.03%
26,832
-145,704
502
$721K 0.03%
12,577
+1,201
503
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14,999
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504
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505
$713K 0.03%
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+400
506
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507
$709K 0.03%
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508
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8,597
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509
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37,693
+8,207
510
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6,537
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511
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14,908
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$701K 0.03%
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513
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11,003
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514
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6,870
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515
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76,742
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519
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11,418
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520
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19,746
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521
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12,528
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522
$688K 0.03%
9,865
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523
$684K 0.03%
7,964
-348
524
$684K 0.03%
20,331
+9,289
525
$683K 0.03%
11,364
+223
19 20
21
22 23