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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
1251
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-5,605
1252
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-12,798
1253
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-49,040
1254
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-190,852
1255
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-5,594
1256
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-7,373
1257
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-25,476
1258
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-7,573
1259
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-6,850
1260
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1261
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-10,542
1262
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-1,956
1263
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-10,908
1264
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1265
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-5,970
1266
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-2,737
1267
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-1,527
1268
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1269
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-56,420
1270
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-10,663
1271
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-423,560
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-26,840
1275
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-16,667
49 50
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