We are live on ! Find out more
Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
– –
-4,748
1232
– –
-9,147
1233
– –
-11,792
1234
– –
-2,390
1235
– –
-27,848
1236
– –
-684
1237
– –
-43,976
1238
– –
-3,399
1239
– –
-536
1240
– –
-20,030
1241
– –
-3,604
1242
– –
-2,152
1243
– –
-232,595
1244
– –
-7,818
1245
– –
-10,980
1246
– –
-14,519
1247
– –
-29,106
1248
– –
-8,014
1249
– –
-1,234
1250
– –
-11,040
48 49
50
51 52