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
326
$15.9M 0.06%
80,703
-1,171
327
$15.8M 0.06%
130,026
+4,056
328
$15.8M 0.06%
96,464
+40,293
329
$15.8M 0.06%
167,957
+15,504
330
$15.7M 0.06%
575,936
+6,148
331
$15.7M 0.06%
310,182
-2,322
332
$15.5M 0.06%
142,986
+1,831
333
$15.5M 0.06%
+733,789
334
$15.5M 0.06%
429,773
+13,984
335
$15.5M 0.06%
233,202
-120,533
336
$15.4M 0.06%
732,378
-71,613
337
$15.4M 0.06%
233,824
+4,675
338
$15.3M 0.06%
319,128
-58,883
339
$15.3M 0.06%
33,778
-2,190
340
$15.2M 0.06%
626,455
-81,277
341
$15.2M 0.06%
547,637
+140,279
342
$15M 0.06%
353,630
+62,085
343
$14.9M 0.06%
301,913
-17,741
344
$14.9M 0.06%
359,438
-60,504
345
$14.9M 0.06%
199,407
-4,677
346
$14.9M 0.06%
707,069
+505,311
347
$14.9M 0.06%
112,657
-25,120
348
$14.9M 0.05%
163,118
-12,688
349
$14.8M 0.05%
187,737
-5,437
350
$14.7M 0.05%
167,298
+4,480
12 13
14
15 16