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
1
$83M 3.4%
446,897
+16,137
2
$61.2M 2.5%
331,174
+165,750
3
$53.8M 2.2%
531,536
+18,640
4
$51.9M 2.13%
1,262,125
+75,821
5
$41.7M 1.71%
434,443
+4,834
6
$37.6M 1.54%
1,878,632
+114,296
7
$34.7M 1.42%
300,851
+6,719
8
$34.2M 1.4%
674,270
+293,589
9
$33.4M 1.37%
318,466
+2,269
10
$29.2M 1.2%
435,165
+180,641
11
$27.8M 1.14%
347,261
+152,770
12
$26.7M 1.09%
334,530
+17,784
13
$25.8M 1.06%
192,205
+8,349
14
$25.6M 1.05%
489,323
+67,990
15
$25.2M 1.03%
275,306
-4,016
16
$25M 1.02%
598,961
+68,721
17
$21.6M 0.88%
232,237
+20,236
18
$20.9M 0.86%
787,885
+39,769
19
$19.8M 0.81%
230,801
+1,557
20
$19M 0.78%
252,503
-5,359
21
$19M 0.78%
155,920
+1,002
22
$18.6M 0.76%
225,970
+9,393
23
$17.1M 0.7%
136,634
-1,723
24
$16.9M 0.69%
145,425
-27,463
25
$16.8M 0.69%
198,336
-12,078
1
2 3 4 5