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
1026
$222K 0.01%
23,786
-1,340
1027
$222K 0.01%
+5,155
1028
$221K 0.01%
6,960
+2
1029
$221K 0.01%
6,769
-166
1030
$221K 0.01%
17,713
-2,812
1031
$220K 0.01%
+4,372
1032
$220K 0.01%
7,730
-33,710
1033
$220K 0.01%
6,121
+18
1034
$219K 0.01%
24,248
+1,459
1035
$219K 0.01%
5,273
-1,000
1036
$219K 0.01%
11,611
-1,045
1037
$218K 0.01%
+3,609
1038
$218K 0.01%
+6,528
1039
$218K 0.01%
+8,234
1040
$216K 0.01%
3,915
-118
1041
$216K 0.01%
+6,725
1042
$215K 0.01%
2,501
+12
1043
$215K 0.01%
9,700
+360
1044
$215K 0.01%
+5,219
1045
$215K 0.01%
7,860
-787
1046
$215K 0.01%
+4,019
1047
$214K 0.01%
+3,716
1048
$214K 0.01%
11,595
-4,705
1049
$213K 0.01%
4,571
-1,956
1050
$213K 0.01%
+2,656
40 41
42
43 44