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
426
$11M 0.04%
497,908
+11,386
427
$10.9M 0.04%
294,667
+35,587
428
$10.9M 0.04%
212,337
-21,853
429
$10.9M 0.04%
113,861
-16,448
430
$10.9M 0.04%
123,730
-8,570
431
$10.8M 0.04%
111,991
+5,359
432
$10.8M 0.04%
350,759
+164,054
433
$10.8M 0.04%
172,652
+20,896
434
$10.8M 0.04%
227,861
-22,636
435
$10.8M 0.04%
78,691
-5,538
436
$10.8M 0.04%
334,422
+7,499
437
$10.7M 0.04%
449,201
-9,729
438
$10.7M 0.04%
490,836
+25,992
439
$10.7M 0.04%
46,856
-1,180
440
$10.7M 0.04%
84,846
+1,881
441
$10.5M 0.04%
179,885
+3,138
442
$10.5M 0.04%
60,760
-6,269
443
$10.5M 0.04%
297,429
-65,744
444
$10.5M 0.04%
88,837
+777
445
$10.4M 0.04%
309,545
-15,983
446
$10.4M 0.04%
399,001
-44,624
447
$10.4M 0.04%
43,831
-6,915
448
$10.3M 0.04%
143,248
-14,491
449
$10.3M 0.04%
225,543
+37,212
450
$10.3M 0.04%
+401,151
16 17
18
19 20