Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.1B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,481
New
Increased
Reduced
Closed

Top Buys

1
+$77.6M
2
+$66.2M
3
+$60.7M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$27.7M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$27.7M

Top Sells

1
+$106M
2
+$67M
3
+$60M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$26.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$19.2M

Sector Composition

1 Technology 12.17%
2 Financials 4.71%
3 Consumer Discretionary 3.9%
4 Healthcare 3.46%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22.6M 0.08%
1,017,726
+26,585
227
$22.5M 0.08%
1,030,311
-92,745
228
$22.5M 0.08%
290,593
-26,089
229
$22.4M 0.08%
842,964
+130,885
230
$22.4M 0.08%
310,283
-9,446
231
$22.4M 0.08%
422,390
+177,060
232
$22.3M 0.08%
71,151
-6,640
233
$22.1M 0.08%
126,952
-1,763
234
$22M 0.08%
268,770
+61,560
235
$22M 0.08%
287,282
+30,224
236
$22M 0.08%
206,270
+34,340
237
$21.8M 0.08%
386,260
-54,951
238
$21.8M 0.08%
651,289
+3,188
239
$21.8M 0.08%
1,342,953
+80,506
240
$21.8M 0.08%
211,870
-19,030
241
$21.7M 0.08%
428,996
+86,548
242
$21.6M 0.08%
449,695
-12,406
243
$21.5M 0.08%
682,637
+68,200
244
$21.5M 0.08%
387,861
+137,461
245
$21.5M 0.08%
187,672
+1,623
246
$21.5M 0.08%
246,987
+29,341
247
$21.5M 0.08%
1,049,247
+126,611
248
$21.5M 0.08%
104,679
+1,116
249
$21.2M 0.08%
1,199,685
-42,407
250
$21.1M 0.08%
157,841
+28,587
8 9
10
11 12