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
126
$4.1M 0.17%
30,261
+5,156
127
$4.06M 0.17%
72,860
+14,620
128
$3.98M 0.16%
64,516
+1,112
129
$3.98M 0.16%
207,320
+24,844
130
$3.97M 0.16%
61,431
+564
131
$3.91M 0.16%
34,240
+2,864
132
$3.84M 0.16%
51,657
+5,219
133
$3.79M 0.16%
140,514
+1,839
134
$3.79M 0.16%
37,830
+4,192
135
$3.77M 0.15%
89,056
+1,046
136
$3.73M 0.15%
88,380
+2,090
137
$3.72M 0.15%
97,854
+5,844
138
$3.69M 0.15%
85,788
+6,585
139
$3.67M 0.15%
61,818
+8,838
140
$3.56M 0.15%
26,065
+2,186
141
$3.56M 0.15%
20
+1
142
$3.5M 0.14%
154,695
+11,304
143
$3.43M 0.14%
62,115
-814
144
$3.42M 0.14%
52,366
+1,081
145
$3.41M 0.14%
66,874
-4,744
146
$3.39M 0.14%
158,493
+1,248
147
$3.38M 0.14%
247,001
+26,123
148
$3.38M 0.14%
51,360
+3,818
149
$3.31M 0.14%
18,168
+917
150
$3.25M 0.13%
81,036
-448
4 5
6
7 8