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
826
$335K 0.01%
35,518
+837
827
$335K 0.01%
36,131
-367
828
$334K 0.01%
14,395
-4,820
829
$333K 0.01%
+7,631
830
$332K 0.01%
23,407
+6,700
831
$332K 0.01%
25,115
-175,021
832
$330K 0.01%
7,021
-1,390
833
$330K 0.01%
6,840
-7,595
834
$330K 0.01%
2,589
-64
835
$328K 0.01%
10,152
+236
836
$328K 0.01%
7,692
-147
837
$327K 0.01%
4,655
+114
838
$327K 0.01%
16,122
+182
839
$327K 0.01%
17,046
-17,785
840
$327K 0.01%
1,216
+21
841
$326K 0.01%
41,113
+2,935
842
$326K 0.01%
11,850
+1,300
843
$325K 0.01%
5,038
+503
844
$324K 0.01%
279
-102
845
$324K 0.01%
12,758
+1,281
846
$323K 0.01%
31,840
-120,960
847
$323K 0.01%
6,994
+184
848
$323K 0.01%
7,057
-13,418
849
$323K 0.01%
7,795
-750
850
$322K 0.01%
12,604
+3,006
32 33
34
35 36