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
151
$3.24M 0.13%
164,458
+38,111
152
$3.19M 0.13%
86,906
-510
153
$3.18M 0.13%
84,302
+7,309
154
$3.15M 0.13%
146,606
+1,469
155
$3.14M 0.13%
36,045
+184
156
$3.01M 0.12%
54,162
+27,204
157
$3M 0.12%
28,206
+5,396
158
$2.99M 0.12%
89,646
+23,588
159
$2.97M 0.12%
127,332
-25,645
160
$2.97M 0.12%
56,998
+2,623
161
$2.96M 0.12%
78,920
+14,472
162
$2.96M 0.12%
73,292
-12,381
163
$2.96M 0.12%
+115,426
164
$2.95M 0.12%
42,001
+2,634
165
$2.95M 0.12%
137,819
+16,396
166
$2.94M 0.12%
28,027
+2,505
167
$2.81M 0.12%
56,315
+4,089
168
$2.81M 0.12%
39,165
+4,051
169
$2.77M 0.11%
59,373
-1,317
170
$2.73M 0.11%
36,314
+6,968
171
$2.73M 0.11%
284,625
+72,372
172
$2.72M 0.11%
57,233
+5,584
173
$2.71M 0.11%
87,747
+66,605
174
$2.69M 0.11%
76,328
+1,165
175
$2.64M 0.11%
122,847
-12,966
5 6
7
8 9