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
651
$501K 0.02%
15,885
+548
652
$499K 0.02%
3,600
-66
653
$498K 0.02%
11,508
+4,985
654
$496K 0.02%
7,184
-336
655
$495K 0.02%
11,426
-338
656
$495K 0.02%
3,848
+465
657
$495K 0.02%
3,636
-11
658
$493K 0.02%
23,465
+871
659
$493K 0.02%
40,383
+5,319
660
$493K 0.02%
16,008
+1,916
661
$490K 0.02%
42,060
-16,481
662
$488K 0.02%
+20,344
663
$486K 0.02%
19,988
+94
664
$486K 0.02%
4,476
+221
665
$486K 0.02%
16,719
+2,853
666
$486K 0.02%
9,238
+1,855
667
$485K 0.02%
21,741
+5,740
668
$485K 0.02%
5,253
+735
669
$485K 0.02%
14,023
-5,212
670
$484K 0.02%
10,990
-69
671
$484K 0.02%
37,437
+6,103
672
$480K 0.02%
20,577
-520
673
$480K 0.02%
27,870
+4,267
674
$480K 0.02%
15,820
-140
675
$479K 0.02%
7,698
+2,051
25 26
27
28 29