Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$29.3M
2
+$14.6M
3
+$12.7M
4
BND icon
Vanguard Total Bond Market
BND
+$12.3M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$11.8M

Top Sells

1
+$54.2M
2
+$16.5M
3
+$15M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$14.6M
5
WTRE icon
WisdomTree New Economy Real Estate Fund
WTRE
+$14.2M

Sector Composition

1 Energy 6.39%
2 Financials 4.93%
3 Healthcare 4.92%
4 Industrials 4.51%
5 Technology 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$247K 0.01%
3,594
-1,808
977
$246K 0.01%
+12,296
978
$245K 0.01%
1,640
+155
979
$244K 0.01%
+11,481
980
$243K 0.01%
4,332
+262
981
$243K 0.01%
+3,214
982
$242K 0.01%
2,271
+251
983
$242K 0.01%
6,450
984
$242K 0.01%
16,384
+148
985
$242K 0.01%
8,483
+2,776
986
$242K 0.01%
10,214
+1,375
987
$238K 0.01%
18,201
-6,312
988
$238K 0.01%
22,850
-600
989
$237K 0.01%
4,112
-308
990
$237K 0.01%
17,206
-340
991
$236K 0.01%
2,419
+227
992
$236K 0.01%
10,222
-1,000
993
$236K 0.01%
+3,131
994
$236K 0.01%
+16,746
995
$236K 0.01%
27,362
+2,459
996
$236K 0.01%
+4,265
997
$236K 0.01%
5,175
-427
998
$235K 0.01%
5,289
+278
999
$234K 0.01%
18,048
-3
1000
$233K 0.01%
14,834
-1,620
38 39
40
41 42