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
551
$637K 0.03%
13,567
+584
552
$636K 0.03%
44,557
-7,002
553
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17,254
+10,149
554
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555
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556
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15,197
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557
$631K 0.03%
12,522
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558
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8,862
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559
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26,633
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560
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561
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562
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13,872
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563
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34,519
-1,138
564
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7,465
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565
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567
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18,223
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30,945
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569
$617K 0.03%
12,184
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570
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23,174
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571
$614K 0.03%
65,576
-7,870
572
$613K 0.03%
+8,795
573
$612K 0.03%
5,510
+325
574
$611K 0.03%
8,675
-357
575
$608K 0.02%
5,648
+58
21 22
23
24 25