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
1001
$233K 0.01%
14,834
-1,620
1002
$233K 0.01%
9,893
-683
1003
$232K 0.01%
5,763
+577
1004
$231K 0.01%
+4,023
1005
$229K 0.01%
+7,084
1006
$229K 0.01%
4,300
+142
1007
$229K 0.01%
2,269
-1,299
1008
$229K 0.01%
3,761
-330
1009
$228K 0.01%
5,916
-22
1010
$228K 0.01%
7,675
-3,824
1011
$227K 0.01%
+5,916
1012
$227K 0.01%
+8,250
1013
$227K 0.01%
17,909
+384
1014
$227K 0.01%
3,178
-120
1015
$226K 0.01%
7,094
-340
1016
$226K 0.01%
15,408
+700
1017
$226K 0.01%
+4,024
1018
$225K 0.01%
+2,581
1019
$224K 0.01%
+5,579
1020
$224K 0.01%
+9,950
1021
$223K 0.01%
+10,932
1022
$223K 0.01%
8,604
+158
1023
$223K 0.01%
8,660
1024
$222K 0.01%
6,679
-280
1025
$222K 0.01%
17,325
-6,975
39 40
41
42 43