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
801
$356K 0.01%
+6,831
802
$356K 0.01%
+13,480
803
$355K 0.01%
15,020
804
$353K 0.01%
+3,446
805
$352K 0.01%
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-236
806
$352K 0.01%
22,060
+1,310
807
$351K 0.01%
4,840
+63
808
$351K 0.01%
7,910
-175
809
$350K 0.01%
12,630
+2,524
810
$349K 0.01%
+3,384
811
$348K 0.01%
5,808
+195
812
$348K 0.01%
3,198
-143
813
$345K 0.01%
9,390
+1,280
814
$344K 0.01%
6,595
+833
815
$344K 0.01%
21,990
-400
816
$344K 0.01%
15,460
+4,113
817
$343K 0.01%
7,603
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818
$343K 0.01%
7,644
+238
819
$342K 0.01%
7,048
+1,280
820
$342K 0.01%
+10,009
821
$341K 0.01%
12,931
+1,684
822
$340K 0.01%
38,356
-300
823
$337K 0.01%
16,115
+1,477
824
$336K 0.01%
41,323
-1,174
825
$336K 0.01%
6,180
-170
31 32
33
34 35