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
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
– –
-3,894
1232
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-3,441
1233
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-49,040
1234
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-190,852
1235
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-4,748
1236
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-9,147
1237
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-5,594
1238
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-7,373
1239
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-25,476
1240
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1241
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1242
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1243
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1244
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-11,792
1245
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1246
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-27,848
1247
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-684
1248
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-1,956
1249
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-10,908
1250
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-3,163
48 49
50
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