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
751
$398K 0.02%
7,307
-75
752
$396K 0.02%
17,248
+119
753
$395K 0.02%
3,822
-190
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$394K 0.02%
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$394K 0.02%
22,811
-1,608
756
$393K 0.02%
23,695
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757
$393K 0.02%
+13,756
758
$392K 0.02%
13,146
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759
$391K 0.02%
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760
$388K 0.02%
6,627
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761
$388K 0.02%
33,327
-1,880
762
$387K 0.02%
13,010
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763
$387K 0.02%
18,767
-1,476
764
$386K 0.02%
35,475
+9,800
765
$386K 0.02%
2,850
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766
$385K 0.02%
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767
$385K 0.02%
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768
$384K 0.02%
7,043
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769
$384K 0.02%
13,774
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770
$383K 0.02%
15,306
-7
771
$381K 0.02%
6,596
+1,385
772
$381K 0.02%
9,817
+1,380
773
$379K 0.02%
14,698
+14
774
$379K 0.02%
14,868
+2,045
775
$378K 0.02%
8,848
+362
29 30
31
32 33