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
776
$377K 0.02%
8,100
-325
777
$376K 0.02%
+12,605
778
$376K 0.02%
23,684
+1,698
779
$375K 0.02%
31,624
+3,317
780
$374K 0.02%
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781
$374K 0.02%
+8,872
782
$373K 0.02%
6,767
+602
783
$372K 0.02%
+9,259
784
$372K 0.02%
9,033
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785
$372K 0.02%
18,255
+4,815
786
$371K 0.02%
3,138
+411
787
$370K 0.02%
23,593
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788
$369K 0.02%
17,523
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789
$367K 0.02%
5,937
+1,202
790
$365K 0.01%
9,738
-122
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$365K 0.01%
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792
$364K 0.01%
36,255
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793
$363K 0.01%
13,224
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794
$363K 0.01%
22,990
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795
$363K 0.01%
2,696
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796
$362K 0.01%
1,237
+164
797
$358K 0.01%
+6,704
798
$357K 0.01%
28,320
+5,278
799
$357K 0.01%
8,290
+898
800
$356K 0.01%
28,383
-533
30 31
32
33 34