Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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 4.48%
5 Technology 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.7M 0.27%
73,769
+7,796
77
$6.67M 0.27%
144,615
+5,849
78
$6.66M 0.27%
75,241
+2,478
79
$6.5M 0.27%
173,432
+308
80
$6.46M 0.26%
58,685
+12,642
81
$6.32M 0.26%
88,209
+34,750
82
$6.31M 0.26%
337,411
-34,448
83
$6.22M 0.25%
71,362
+8,588
84
$6.19M 0.25%
48,990
+2,010
85
$6.19M 0.25%
69,579
+9,901
86
$6.11M 0.25%
106,789
+14,255
87
$6.11M 0.25%
247,584
-15,620
88
$6.07M 0.25%
73,126
+2,359
89
$5.99M 0.25%
132,006
+6,739
90
$5.99M 0.25%
84,754
-16,260
91
$5.93M 0.24%
144,251
+11,597
92
$5.86M 0.24%
163,952
+18,472
93
$5.86M 0.24%
235,464
+19,299
94
$5.64M 0.23%
55,748
+6,537
95
$5.62M 0.23%
45,944
+2,724
96
$5.6M 0.23%
120,039
+24,048
97
$5.48M 0.22%
67,990
+3,391
98
$5.43M 0.22%
161,883
+2,357
99
$5.41M 0.22%
47,347
-9,328
100
$5.27M 0.22%
145,623
-115,599
2 3
4
5 6