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
26
$124M 0.46%
1,282,016
+153,284
27
$123M 0.45%
543,171
-115,845
28
$120M 0.45%
1,882,316
-138,135
29
$120M 0.44%
592,618
-14,031
30
$115M 0.43%
3,496,460
+256,287
31
$114M 0.42%
1,130,246
+770,635
32
$108M 0.4%
1,174,480
+112,657
33
$107M 0.4%
540,610
+4,241
34
$106M 0.39%
492,565
+47,518
35
$106M 0.39%
1,929,784
+53,693
36
$105M 0.39%
1,856,788
-288,250
37
$104M 0.38%
1,354,512
-136,646
38
$102M 0.38%
623,474
+32,363
39
$102M 0.38%
120,352
+353
40
$102M 0.38%
618,995
-8,252
41
$99.5M 0.37%
379,139
+2,806
42
$98.2M 0.36%
574,950
+37,604
43
$95.2M 0.35%
563,921
-54,945
44
$95M 0.35%
591,560
+42,790
45
$93.1M 0.34%
784,981
+13,991
46
$92.9M 0.34%
433,007
+33,928
47
$91M 0.34%
1,082,732
+7,761
48
$89.3M 0.33%
808,403
+599,481
49
$89.3M 0.33%
964,618
+177,807
50
$82.7M 0.31%
1,388,183
+56,415
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