Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$29.3M
2
+$14.6M
3
+$12.7M
4
BND icon
Vanguard Total Bond Market
BND
+$12.3M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$11.8M

Top Sells

1
+$54.2M
2
+$16.5M
3
+$15M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$14.6M
5
WTRE icon
WisdomTree New Economy Real Estate Fund
WTRE
+$14.2M

Sector Composition

1 Energy 6.39%
2 Financials 4.93%
3 Healthcare 4.92%
4 Industrials 4.51%
5 Technology 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$14K ﹤0.01%
20,000
1227
$12K ﹤0.01%
10,200
1228
$12K ﹤0.01%
20,200
-3,500
1229
$9K ﹤0.01%
+30,000
1230
$4K ﹤0.01%
59
1231
– –
-8,014
1232
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-11,225
1233
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-69,806
1234
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-104,053
1235
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-83,907
1236
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-15,926
1237
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-3,894
1238
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-3,441
1239
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-49,040
1240
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-190,852
1241
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-4,748
1242
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-9,147
1243
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-5,594
1244
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-7,373
1245
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-25,476
1246
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-7,573
1247
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-6,850
1248
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-16,667
1249
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-2,380
1250
– –
-10,542
48 49
50
51 52