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
1101
$191K 0.01%
16,735
-3,049
1102
$191K 0.01%
21,901
+300
1103
$191K 0.01%
287
+127
1104
$189K 0.01%
2,413
-131
1105
$188K 0.01%
15,501
+47
1106
$187K 0.01%
14,122
-256
1107
$187K 0.01%
23,001
+356
1108
$187K 0.01%
10,820
+483
1109
$186K 0.01%
22,160
-5,314
1110
$186K 0.01%
16,065
-4,916
1111
$185K 0.01%
22,446
+3,778
1112
$182K 0.01%
10,162
+87
1113
$177K 0.01%
19,300
+3,026
1114
$175K 0.01%
14,380
+2,229
1115
$174K 0.01%
12,964
+1,535
1116
$174K 0.01%
12,949
-1,525
1117
$173K 0.01%
6,079
1118
$172K 0.01%
23,233
-3,617
1119
$169K 0.01%
12,500
-1,600
1120
$165K 0.01%
20,959
+2,669
1121
$165K 0.01%
22,383
+3,244
1122
$163K 0.01%
13,238
-2,228
1123
$162K 0.01%
2,334
1124
$162K 0.01%
14,004
1125
$160K 0.01%
41,406
-9,300
43 44
45
46 47