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
State Street Energy Select Sector SPDR ETF
XLE
+$27.7M

Top Sells

1
+$106M
2
+$67M
3
+$60M
4
XLK icon
State Street Technology Select Sector SPDR ETF
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
376
$13.6M 0.05%
151,334
-3,074
377
$13.5M 0.05%
250,175
+4,680
378
$13.5M 0.05%
138,015
+5,538
379
$13.5M 0.05%
575,468
+54,432
380
$13.3M 0.05%
104,566
+2,409
381
$13.3M 0.05%
318,234
+109,135
382
$13.3M 0.05%
63,935
+3,575
383
$13.2M 0.05%
269,904
+38,140
384
$13.2M 0.05%
121,795
+44,696
385
$13.2M 0.05%
75,820
+4,404
386
$13M 0.05%
52,125
-6,008
387
$12.9M 0.05%
685,403
+172,307
388
$12.9M 0.05%
670,912
+109,107
389
$12.8M 0.05%
131,978
-32,581
390
$12.8M 0.05%
126,697
-25,355
391
$12.8M 0.05%
109,152
-3,996
392
$12.8M 0.05%
248,791
+13,473
393
$12.6M 0.05%
412,918
+172,608
394
$12.6M 0.05%
146,797
-41,152
395
$12.5M 0.05%
55,648
+22,013
396
$12.5M 0.05%
90,201
-1,870
397
$12.5M 0.05%
524,950
-3,352
398
$12.4M 0.05%
48,727
-1,750
399
$12.4M 0.05%
83,830
-4,399
400
$12.3M 0.05%
334,634
+73,941
14 15
16
17 18