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
951
$259K 0.01%
+4,960
952
$258K 0.01%
6,039
-702
953
$258K 0.01%
11,090
-804
954
$256K 0.01%
+12,130
955
$256K 0.01%
44,300
-7,500
956
$255K 0.01%
1,846
-262
957
$255K 0.01%
4,136
-915
958
$254K 0.01%
19,527
-713
959
$254K 0.01%
9,412
-1,028
960
$254K 0.01%
18,318
961
$254K 0.01%
21,153
+4,500
962
$253K 0.01%
19,374
+1,393
963
$253K 0.01%
7,455
-1,078
964
$253K 0.01%
+3,053
965
$253K 0.01%
21,689
+1,929
966
$253K 0.01%
2,900
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967
$252K 0.01%
14,051
-9,850
968
$252K 0.01%
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969
$252K 0.01%
1,673
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970
$249K 0.01%
20,835
-1,250
971
$249K 0.01%
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972
$249K 0.01%
12,704
-7,823
973
$248K 0.01%
19,232
+9,199
974
$248K 0.01%
14,090
+107
975
$247K 0.01%
5,360
+554
37 38
39
40 41