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
1051
$213K 0.01%
+14,274
1052
$212K 0.01%
8,361
-1,293
1053
$212K 0.01%
+5,000
1054
$212K 0.01%
+4,442
1055
$212K 0.01%
+5,840
1056
$211K 0.01%
+4,447
1057
$211K 0.01%
7,496
-3,443
1058
$211K 0.01%
24,205
-991
1059
$210K 0.01%
15,192
+1,100
1060
$210K 0.01%
27,754
+2,005
1061
$210K 0.01%
+2,727
1062
$210K 0.01%
+9,421
1063
$210K 0.01%
1,793
-106
1064
$209K 0.01%
16,266
-1,709
1065
$209K 0.01%
11,637
-180
1066
$208K 0.01%
4,810
-684
1067
$207K 0.01%
12,062
+1,452
1068
$207K 0.01%
1,412
-41
1069
$207K 0.01%
+5,261
1070
$207K 0.01%
+7,665
1071
$207K 0.01%
3,962
-216
1072
$206K 0.01%
+10,317
1073
$206K 0.01%
+4,464
1074
$206K 0.01%
21,985
+2,650
1075
$205K 0.01%
+11,973
41 42
43
44 45