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
1076
$205K 0.01%
19,320
+3,125
1077
$205K 0.01%
18,102
+102
1078
$205K 0.01%
+8,875
1079
$205K 0.01%
3,885
1080
$204K 0.01%
+10,930
1081
$204K 0.01%
6,878
-303
1082
$204K 0.01%
+5,755
1083
$203K 0.01%
+3,374
1084
$203K 0.01%
+3,557
1085
$202K 0.01%
7,176
-1,842
1086
$202K 0.01%
+2,416
1087
$202K 0.01%
27,577
+5,000
1088
$201K 0.01%
+5,838
1089
$200K 0.01%
+15,372
1090
$200K 0.01%
+9,072
1091
$200K 0.01%
21,001
-29,442
1092
$200K 0.01%
+8,564
1093
$199K 0.01%
10,935
-1,600
1094
$199K 0.01%
15,536
-1,476
1095
$198K 0.01%
15,674
-81
1096
$196K 0.01%
31,641
-9,859
1097
$194K 0.01%
17,840
+39
1098
$194K 0.01%
22,634
-1,815
1099
$193K 0.01%
22,138
+3,015
1100
$193K 0.01%
1,909
+757
42 43
44
45 46