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
1126
$159K 0.01%
2,136
-586
1127
$159K 0.01%
19,512
1128
$159K 0.01%
10,285
-3,739
1129
$158K 0.01%
31,329
+3,740
1130
$156K 0.01%
10,398
-633
1131
$156K 0.01%
11,086
+734
1132
$156K 0.01%
11,134
1133
$155K 0.01%
12,629
-81,667
1134
$155K 0.01%
52,436
-2,650
1135
$152K 0.01%
5,849
-585
1136
$145K 0.01%
63,135
-1,356
1137
$141K 0.01%
13,397
-98,051
1138
– –
0
1139
$139K 0.01%
10,465
+370
1140
$138K 0.01%
+10,247
1141
$138K 0.01%
25,398
-8,238
1142
$138K 0.01%
13,058
-1,168
1143
$137K 0.01%
31,040
-4,658
1144
$136K 0.01%
22,900
-7,470
1145
$136K 0.01%
3,793
-450
1146
$135K 0.01%
11,265
+530
1147
$131K 0.01%
12,935
1148
$130K 0.01%
11,375
+200
1149
$128K 0.01%
18,338
1150
$127K 0.01%
7,277
44 45
46
47 48