Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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 Healthcare 4.92%
3 Financials 4.92%
4 Industrials 4.48%
5 Technology 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.92M 0.41%
139,021
-149,917
52
$9.58M 0.39%
89,975
+9,299
53
$9.32M 0.38%
225,619
+10,497
54
$9.06M 0.37%
93,351
+1,697
55
$9.04M 0.37%
113,351
+6,239
56
$8.69M 0.36%
324,540
-33,370
57
$8.68M 0.36%
235,554
-387,392
58
$8.62M 0.35%
346,612
-2,387
59
$8.24M 0.34%
232,108
+8,300
60
$8.11M 0.33%
69,128
+4,751
61
$8.1M 0.33%
244,200
+73,811
62
$8.03M 0.33%
127,412
+9,363
63
$7.93M 0.32%
109,245
-32,229
64
$7.91M 0.32%
304,804
+33,039
65
$7.86M 0.32%
281,692
+3,614
66
$7.79M 0.32%
95,366
+2,257
67
$7.33M 0.3%
117,551
+20,327
68
$7.27M 0.3%
113,181
+10,882
69
$7.17M 0.29%
279,568
-63,903
70
$6.92M 0.28%
130,128
+704
71
$6.86M 0.28%
539,553
+128,732
72
$6.84M 0.28%
70,212
+11,580
73
$6.79M 0.28%
116,161
+5,255
74
$6.75M 0.28%
248,178
-7,248
75
$6.71M 0.27%
435,126
-4,001
1 2
3
4 5