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
926
$273K 0.01%
+15,641
927
$273K 0.01%
2,558
+87
928
$272K 0.01%
+14,066
929
$271K 0.01%
5,568
-6,139
930
$271K 0.01%
15,012
+2,612
931
$271K 0.01%
+5,247
932
$269K 0.01%
6,031
+6
933
$268K 0.01%
4,731
-540
934
$268K 0.01%
6,164
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935
$267K 0.01%
20,793
-36,423
936
$267K 0.01%
+1,231
937
$267K 0.01%
4,331
-224
938
$266K 0.01%
7,532
+726
939
$265K 0.01%
12,627
+669
940
$264K 0.01%
4,004
+298
941
$264K 0.01%
12,107
+1,910
942
$263K 0.01%
+3,443
943
$263K 0.01%
5,121
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944
$262K 0.01%
1,880
+353
945
$262K 0.01%
+6,110
946
$262K 0.01%
23,000
-6,325
947
$260K 0.01%
2,509
+288
948
$260K 0.01%
19,982
+3,695
949
$260K 0.01%
27,429
+15,514
950
$260K 0.01%
7,034
-227
36 37
38
39 40