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
251
$21.1M 0.08%
360,443
-385
252
$20.8M 0.08%
406,856
+40,320
253
$20.8M 0.08%
89,672
+1,511
254
$20.7M 0.08%
258,407
-45,245
255
$20.6M 0.08%
469,491
-88,687
256
$20.5M 0.08%
664,199
+293,541
257
$20.5M 0.08%
1,459,457
+822,004
258
$20.5M 0.08%
307,668
-14,522
259
$20.4M 0.08%
447,909
+21,453
260
$20.3M 0.08%
654,978
+11,258
261
$20.2M 0.07%
679,132
+185,251
262
$20.1M 0.07%
395,478
+302,492
263
$20M 0.07%
341,735
-84,432
264
$20M 0.07%
307,843
-22,214
265
$19.9M 0.07%
19,421
+374
266
$19.8M 0.07%
398,672
+130,812
267
$19.7M 0.07%
183,996
-42,690
268
$19.6M 0.07%
272,225
-7,687
269
$19.5M 0.07%
322,559
+115,046
270
$19.4M 0.07%
513,325
-31,969
271
$19.3M 0.07%
1,542,806
-32,929
272
$19.3M 0.07%
768,089
-28,389
273
$19.2M 0.07%
744,792
+56,998
274
$19.1M 0.07%
481,002
+91,248
275
$18.9M 0.07%
125,636
-11,118
9 10
11
12 13