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
901
$291K 0.01%
8,826
-89
902
$290K 0.01%
4,289
+211
903
$290K 0.01%
17,689
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904
$290K 0.01%
9,001
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905
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5,120
-1,804
906
$289K 0.01%
26,003
907
$287K 0.01%
+10,534
908
$287K 0.01%
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909
$287K 0.01%
23,918
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910
$286K 0.01%
2,432
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911
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54,429
-9,385
912
$285K 0.01%
5,022
-1,000
913
$285K 0.01%
14,123
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914
$284K 0.01%
5,193
-155
915
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+6,424
916
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918
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919
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+14,124
920
$275K 0.01%
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921
$275K 0.01%
45,273
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922
$274K 0.01%
15,661
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923
$274K 0.01%
8,097
+455
924
$274K 0.01%
+5,973
925
$273K 0.01%
16,330
-606
35 36
37
38 39