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
301
$17.1M 0.06%
813,029
+23,828
302
$17.1M 0.06%
370,437
+133,485
303
$17M 0.06%
21,644
-1,145
304
$17M 0.06%
31,812
+7,086
305
$17M 0.06%
140,676
-5,618
306
$17M 0.06%
349,357
-37,511
307
$17M 0.06%
266,858
+81,640
308
$17M 0.06%
215,206
+26,802
309
$16.9M 0.06%
652,155
-42,579
310
$16.9M 0.06%
30,509
-3,346
311
$16.8M 0.06%
578,493
+42,499
312
$16.7M 0.06%
73,688
-866
313
$16.7M 0.06%
162,260
-27,982
314
$16.6M 0.06%
166,425
-2,461
315
$16.5M 0.06%
249,835
-35,015
316
$16.5M 0.06%
149,795
+50,341
317
$16.5M 0.06%
89,691
+8,899
318
$16.5M 0.06%
857,574
+3,070
319
$16.4M 0.06%
262,514
+13,000
320
$16.4M 0.06%
249,640
+59,632
321
$16.4M 0.06%
143,533
+13,030
322
$16.3M 0.06%
224,278
-24,092
323
$16.2M 0.06%
427,308
-44,542
324
$16M 0.06%
690,144
+28,685
325
$15.9M 0.06%
269,742
-61,356
11 12
13
14 15