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
526
$680K 0.03%
31,063
+3,340
527
$679K 0.03%
12,142
+297
528
$677K 0.03%
53,658
+5,674
529
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+38,151
530
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42,074
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531
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533
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-121
534
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+1,462
535
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17,290
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536
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20,045
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537
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538
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539
$658K 0.03%
22,286
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541
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13,570
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34,913
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544
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20,061
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545
$647K 0.03%
15,477
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546
$645K 0.03%
65,173
+7,070
547
$643K 0.03%
19,973
+13,061
548
$641K 0.03%
17,966
+3,518
549
$639K 0.03%
20,186
+5,180
550
$637K 0.03%
11,685
-1,064
20 21
22
23 24