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
701
$445K 0.02%
28,562
+2,346
702
$445K 0.02%
11,472
+4,429
703
$445K 0.02%
60,598
-291,119
704
$442K 0.02%
13,780
+2,251
705
$441K 0.02%
13,420
+2,682
706
$440K 0.02%
8,714
+44
707
$440K 0.02%
16,225
-2,493
708
$439K 0.02%
4,906
+925
709
$438K 0.02%
3,270
-2,069
710
$438K 0.02%
6,617
+914
711
$436K 0.02%
8,836
+2,037
712
$434K 0.02%
4,572
+506
713
$431K 0.02%
10,939
-226
714
$431K 0.02%
21,248
+980
715
$429K 0.02%
+14,136
716
$429K 0.02%
6,301
+655
717
$428K 0.02%
+12,950
718
$427K 0.02%
27,921
-2,298
719
$427K 0.02%
32,646
-2,283
720
$425K 0.02%
9,832
+835
721
$424K 0.02%
7,226
+302
722
$422K 0.02%
19,390
+3,517
723
$419K 0.02%
14,038
-175
724
$419K 0.02%
4,453
+215
725
$418K 0.02%
+15,608
27 28
29
30 31