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
726
$417K 0.02%
2,064
-1,135
727
$417K 0.02%
+8,472
728
$415K 0.02%
3,571
-125
729
$415K 0.02%
+39,933
730
$414K 0.02%
14,993
+147
731
$412K 0.02%
23,241
+2,012
732
$412K 0.02%
26,341
+894
733
$411K 0.02%
33,724
-72,460
734
$410K 0.02%
1,495
+105
735
$410K 0.02%
31,256
-5,771
736
$409K 0.02%
10,781
+2,730
737
$409K 0.02%
16,157
738
$408K 0.02%
5,428
+397
739
$408K 0.02%
8,417
-534
740
$406K 0.02%
+7,869
741
$406K 0.02%
20,555
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742
$406K 0.02%
42,770
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743
$405K 0.02%
8,229
+2,254
744
$405K 0.02%
20,612
-856
745
$405K 0.02%
17,570
-872
746
$405K 0.02%
8,053
+577
747
$404K 0.02%
5,505
-216
748
$402K 0.02%
6,488
+335
749
$401K 0.02%
+13,588
750
$401K 0.02%
38,144
+4,071
28 29
30
31 32