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
576
$608K 0.02%
19,635
-100
577
$608K 0.02%
5,222
+58
578
$606K 0.02%
3,179
-1,119
579
$606K 0.02%
27,026
+1,200
580
$605K 0.02%
25,901
-4,194
581
$605K 0.02%
15,102
+358
582
$604K 0.02%
10,765
+170
583
$603K 0.02%
12,337
-107
584
$602K 0.02%
22,983
-10,219
585
$601K 0.02%
18,858
-1,334
586
$600K 0.02%
42,974
+459
587
$597K 0.02%
14,763
+1,223
588
$596K 0.02%
15,200
-1,166
589
$593K 0.02%
30,012
+1,034
590
$588K 0.02%
8,638
+2,608
591
$585K 0.02%
17,561
+2,058
592
$584K 0.02%
13,558
+2,106
593
$582K 0.02%
13,761
+64
594
$581K 0.02%
5,216
+303
595
$581K 0.02%
34,559
596
$580K 0.02%
9,184
-56
597
$579K 0.02%
5,286
+622
598
$578K 0.02%
7,193
+258
599
$578K 0.02%
8,411
+277
600
$577K 0.02%
10,908
+915
22 23
24
25 26