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
1176
$99K ﹤0.01%
11,085
-9,295
1177
$98K ﹤0.01%
13,662
+779
1178
$94K ﹤0.01%
3,342
+70
1179
$94K ﹤0.01%
10,014
-393
1180
$93K ﹤0.01%
3,907
-76
1181
$91K ﹤0.01%
10,021
-481
1182
$90K ﹤0.01%
14,368
+3,650
1183
$90K ﹤0.01%
14,550
+2,580
1184
$90K ﹤0.01%
15,951
+4,992
1185
$87K ﹤0.01%
12,539
+1,315
1186
$84K ﹤0.01%
14,095
1187
$83K ﹤0.01%
+132
1188
$82K ﹤0.01%
16,175
-704
1189
$81K ﹤0.01%
+3,124
1190
$81K ﹤0.01%
+2,725
1191
$79K ﹤0.01%
14,030
-546
1192
$76K ﹤0.01%
952
+87
1193
$75K ﹤0.01%
11,100
1194
$75K ﹤0.01%
+11,874
1195
$73K ﹤0.01%
14,020
-4,250
1196
$70K ﹤0.01%
+2,933
1197
$69K ﹤0.01%
430
-57
1198
$68K ﹤0.01%
+1,549
1199
$67K ﹤0.01%
18,422
+2,798
1200
$65K ﹤0.01%
1,260
46 47
48
49 50