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
451
$10.3M 0.04%
39,783
+3,011
452
$10.3M 0.04%
204,811
+13,066
453
$10.3M 0.04%
818,724
+221,407
454
$10.2M 0.04%
65,881
+409
455
$10.2M 0.04%
105,510
-8,979
456
$10.2M 0.04%
32,763
-6,900
457
$10.2M 0.04%
97,102
-1,466
458
$10.2M 0.04%
148,926
-1,946
459
$10.2M 0.04%
55,799
-9,583
460
$10.2M 0.04%
842,482
-28,967
461
$10.2M 0.04%
265,309
-12,908
462
$10.2M 0.04%
107,725
+10,214
463
$10.2M 0.04%
42,627
+463
464
$10.2M 0.04%
437,592
-29,044
465
$10.1M 0.04%
133,981
+10,423
466
$10.1M 0.04%
64,569
-3,053
467
$10.1M 0.04%
107,259
+10,250
468
$10.1M 0.04%
450,084
+5,311
469
$10.1M 0.04%
67,774
+4,036
470
$10.1M 0.04%
872,548
-32,739
471
$10.1M 0.04%
106,429
+22,669
472
$10M 0.04%
338,371
-2,626
473
$10M 0.04%
158,118
+1,704
474
$9.97M 0.04%
226,878
+11,819
475
$9.97M 0.04%
32,396
+6,844
17 18
19
20 21