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
676
$476K 0.02%
9,825
-15,215
677
$473K 0.02%
5,885
-264
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$473K 0.02%
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-1,758
679
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680
$472K 0.02%
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681
$471K 0.02%
13,087
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24,565
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683
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684
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685
$462K 0.02%
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686
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18,977
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687
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688
$460K 0.02%
7,510
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689
$457K 0.02%
8,139
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690
$455K 0.02%
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$455K 0.02%
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693
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694
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5,124
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695
$453K 0.02%
54,128
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696
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+152
697
$450K 0.02%
15,863
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698
$449K 0.02%
17,708
-9,548
699
$448K 0.02%
5,461
+1,789
700
$446K 0.02%
8,740
-137
26 27
28
29 30