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
176
$2.63M 0.11%
50,721
+4,772
177
$2.6M 0.11%
130,300
-1,260
178
$2.59M 0.11%
467,114
+11,747
179
$2.58M 0.11%
25,019
+10,240
180
$2.56M 0.1%
162,336
+12,490
181
$2.52M 0.1%
20,698
+529
182
$2.52M 0.1%
63,136
-450,272
183
$2.49M 0.1%
65,166
+3,080
184
$2.48M 0.1%
219,858
-1,140
185
$2.47M 0.1%
192,952
+122,920
186
$2.46M 0.1%
54,930
+1,551
187
$2.46M 0.1%
31,877
+1,617
188
$2.4M 0.1%
111,960
-40
189
$2.39M 0.1%
28,494
+1,626
190
$2.39M 0.1%
45,737
+14,920
191
$2.38M 0.1%
22,981
+1
192
$2.38M 0.1%
33,235
+1,276
193
$2.38M 0.1%
50,890
+4,688
194
$2.36M 0.1%
46,254
-1,072
195
$2.36M 0.1%
25,808
-3,493
196
$2.35M 0.1%
131,814
+42,429
197
$2.32M 0.1%
23,883
+4,558
198
$2.32M 0.1%
80,039
+10,917
199
$2.27M 0.09%
101,703
-2,562
200
$2.26M 0.09%
29,823
+294
6 7
8
9 10