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
1201
$62K ﹤0.01%
10,850
1202
$59K ﹤0.01%
2,090
-964
1203
$59K ﹤0.01%
1,071
1204
$59K ﹤0.01%
12,358
1205
$57K ﹤0.01%
2,542
1206
$53K ﹤0.01%
2,101
-9
1207
$49K ﹤0.01%
+1,104
1208
$46K ﹤0.01%
+18,590
1209
$42K ﹤0.01%
3,613
1210
$41K ﹤0.01%
819
+27
1211
$32K ﹤0.01%
15,300
+3,000
1212
$29K ﹤0.01%
66
-7
1213
$29K ﹤0.01%
14,184
-22,130
1214
$28K ﹤0.01%
19,727
1215
$28K ﹤0.01%
+13
1216
$24K ﹤0.01%
10,822
1217
$22K ﹤0.01%
1,124
1218
$21K ﹤0.01%
542
+5
1219
$21K ﹤0.01%
80
+1
1220
$18K ﹤0.01%
750
-5
1221
$18K ﹤0.01%
20,419
1222
$18K ﹤0.01%
+3
1223
$17K ﹤0.01%
18,763
-4,000
1224
$16K ﹤0.01%
10,600
1225
$14K ﹤0.01%
1
-7
47 48
49
50 51