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
201
$2.25M 0.09%
22,719
-3,676
202
$2.25M 0.09%
140,976
-15,880
203
$2.25M 0.09%
54,305
+25,563
204
$2.24M 0.09%
35,424
-1,269
205
$2.24M 0.09%
102,934
-8,595
206
$2.24M 0.09%
105,806
-29,512
207
$2.23M 0.09%
38,874
+240
208
$2.23M 0.09%
31,418
+2,538
209
$2.22M 0.09%
31,631
+1,387
210
$2.22M 0.09%
41,185
+7,147
211
$2.21M 0.09%
56,338
+2,464
212
$2.19M 0.09%
172,469
-1,877
213
$2.17M 0.09%
87,690
+28,995
214
$2.16M 0.09%
88,924
-48,518
215
$2.16M 0.09%
53,187
-5,242
216
$2.16M 0.09%
18,120
+937
217
$2.15M 0.09%
28,597
+5,668
218
$2.14M 0.09%
64,484
+20,796
219
$2.13M 0.09%
53,366
-18,458
220
$2.12M 0.09%
31,650
-957
221
$2.1M 0.09%
79,275
+1,740
222
$2.09M 0.09%
107,152
-3,785
223
$2.09M 0.09%
20,867
+14,824
224
$2.08M 0.09%
38,911
-737
225
$2.08M 0.09%
242,640
+12,060
7 8
9
10 11