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
1151
$126K 0.01%
+10,258
1152
$126K 0.01%
+10,934
1153
$124K 0.01%
10,344
-55
1154
$123K 0.01%
16,000
1155
$123K 0.01%
14,038
+495
1156
$123K 0.01%
22,996
+9,684
1157
$122K 0.01%
10,243
+50
1158
$122K 0.01%
12,555
-3,085
1159
$121K 0.01%
+13,575
1160
$120K ﹤0.01%
38,917
-405
1161
$120K ﹤0.01%
12,743
-172
1162
$119K ﹤0.01%
14,150
-47,050
1163
$118K ﹤0.01%
14,885
+1,729
1164
$117K ﹤0.01%
50,418
-184
1165
$116K ﹤0.01%
37,766
+6,016
1166
$112K ﹤0.01%
32,113
+18,159
1167
$110K ﹤0.01%
+10,997
1168
$104K ﹤0.01%
59,550
-1,500
1169
$103K ﹤0.01%
8,570
+1,832
1170
$103K ﹤0.01%
+10,539
1171
$102K ﹤0.01%
15,830
1172
$102K ﹤0.01%
1,389
-210
1173
$101K ﹤0.01%
20,072
-3,395
1174
$100K ﹤0.01%
10,863
+24
1175
$100K ﹤0.01%
+14,057
45 46
47
48 49