Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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 4.48%
5 Technology 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.26M 0.22%
200,412
+5,601
102
$5.22M 0.21%
95,916
+161
103
$5.14M 0.21%
107,718
-3,194
104
$5.09M 0.21%
+66,609
105
$5.06M 0.21%
61,954
+2,669
106
$5.04M 0.21%
54,227
+4,942
107
$5.02M 0.21%
126,263
+5,347
108
$4.96M 0.2%
149,516
+9,790
109
$4.8M 0.2%
94,357
+42,275
110
$4.79M 0.2%
56,727
+257
111
$4.79M 0.2%
213,394
-8,611
112
$4.72M 0.19%
82,188
+892
113
$4.64M 0.19%
88,068
+2
114
$4.64M 0.19%
121,062
+1,143
115
$4.57M 0.19%
78,592
+890
116
$4.43M 0.18%
118,837
+5,768
117
$4.28M 0.18%
78,325
-11,406
118
$4.28M 0.18%
43,009
+5,026
119
$4.25M 0.17%
51,681
+1,627
120
$4.25M 0.17%
61,626
+4,893
121
$4.25M 0.17%
98,007
-5,631
122
$4.18M 0.17%
90,158
+1,450
123
$4.14M 0.17%
89,910
+15,030
124
$4.11M 0.17%
77,871
+2,176
125
$4.1M 0.17%
123,262
+2,092
3 4
5
6 7