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
351
$14.7M 0.05%
292,236
+15,189
352
$14.7M 0.05%
106,650
+3,690
353
$14.7M 0.05%
199,160
-24,825
354
$14.5M 0.05%
117,643
-23,835
355
$14.5M 0.05%
47,680
-702
356
$14.5M 0.05%
442,061
-80,211
357
$14.4M 0.05%
78,735
-24,225
358
$14.2M 0.05%
241,089
+11,565
359
$14.1M 0.05%
308,536
+124,022
360
$14.1M 0.05%
140,524
+57,253
361
$14M 0.05%
17,787
-1,353
362
$14M 0.05%
276,778
+43,833
363
$14M 0.05%
235,879
+37,870
364
$14M 0.05%
628,170
+9,982
365
$13.9M 0.05%
126,661
+9,386
366
$13.9M 0.05%
235,182
+49,122
367
$13.8M 0.05%
377,805
+41,667
368
$13.8M 0.05%
21,378
-5,056
369
$13.8M 0.05%
142,471
+20,844
370
$13.8M 0.05%
354,123
-6,453
371
$13.7M 0.05%
97,392
+14,146
372
$13.7M 0.05%
124,295
-36,916
373
$13.6M 0.05%
111,165
-276
374
$13.6M 0.05%
256,616
-2,819
375
$13.6M 0.05%
290,522
+35,582
13 14
15
16 17