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
276
$18.9M 0.07%
453,885
+12,869
277
$18.5M 0.07%
770,989
-16,466
278
$18.5M 0.07%
180,844
-37,798
279
$18.2M 0.07%
290,609
+53,909
280
$18.1M 0.07%
870,646
+15,996
281
$18.1M 0.07%
408,776
+89,018
282
$18.1M 0.07%
178,851
+3,288
283
$18.1M 0.07%
191,518
+24,223
284
$18.1M 0.07%
4,559
+206
285
$18M 0.07%
323,001
+238,139
286
$18M 0.07%
91,162
-2,003
287
$18M 0.07%
526,997
+250,783
288
$18M 0.07%
200,180
-46,913
289
$17.9M 0.07%
21,743
+3,212
290
$17.7M 0.07%
365,135
-22,792
291
$17.6M 0.07%
32,467
+4,566
292
$17.5M 0.06%
699,123
+12,571
293
$17.5M 0.06%
776,931
+25,311
294
$17.5M 0.06%
58,726
-6,654
295
$17.5M 0.06%
562,687
-21,242
296
$17.4M 0.06%
57,986
-2,723
297
$17.3M 0.06%
1,805,082
-81,229
298
$17.3M 0.06%
88,615
-3,650
299
$17.2M 0.06%
125,889
-4,501
300
$17.2M 0.06%
438,510
-53,853
10 11
12
13 14