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
401
$12.2M 0.05%
178,323
+705
402
$12.2M 0.05%
243,689
+22,884
403
$12.2M 0.05%
293,912
+4,591
404
$12.1M 0.04%
76,788
+4,016
405
$12.1M 0.04%
406,916
+230,569
406
$12M 0.04%
253,699
+11,808
407
$12M 0.04%
212,274
+109,482
408
$11.8M 0.04%
59,039
+1,389
409
$11.8M 0.04%
264,229
+2,855
410
$11.8M 0.04%
245,875
+16,051
411
$11.7M 0.04%
26,366
-6,567
412
$11.7M 0.04%
329,407
+4,192
413
$11.5M 0.04%
613,286
-38,079
414
$11.4M 0.04%
154,692
-42,580
415
$11.4M 0.04%
139,345
+760
416
$11.3M 0.04%
77,354
+66,379
417
$11.2M 0.04%
563,847
+11,027
418
$11.2M 0.04%
40,444
+10,638
419
$11.2M 0.04%
192,963
-13,492
420
$11.2M 0.04%
188,637
+155,098
421
$11.2M 0.04%
184,947
-1,726
422
$11.2M 0.04%
199,007
-10,666
423
$11.1M 0.04%
243,997
-1,151
424
$11M 0.04%
98,022
-5,407
425
$11M 0.04%
475,066
-11,998
15 16
17
18 19