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 Healthcare 4.92%
3 Financials 4.92%
4 Industrials 4.51%
5 Technology 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$321K 0.01%
6,028
852
$321K 0.01%
+7,163
853
$320K 0.01%
12,382
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854
$320K 0.01%
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855
$319K 0.01%
4,682
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856
$318K 0.01%
17,823
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857
$318K 0.01%
9,384
-308
858
$317K 0.01%
4,639
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859
$317K 0.01%
4,905
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860
$313K 0.01%
21,045
-3,476
861
$313K 0.01%
29,356
+2,000
862
$313K 0.01%
7,455
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863
$313K 0.01%
+25,544
864
$312K 0.01%
4,268
865
$312K 0.01%
34,908
-12,349
866
$312K 0.01%
4,762
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867
$311K 0.01%
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868
$310K 0.01%
6,636
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869
$310K 0.01%
9,459
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870
$310K 0.01%
14,646
+3,330
871
$310K 0.01%
18,173
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872
$310K 0.01%
+1,000
873
$308K 0.01%
+4,539
874
$307K 0.01%
46,250
+3,500
875
$306K 0.01%
3,794
-674
33 34
35
36 37