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
476
$9.95M 0.04%
44,285
-10,151
477
$9.92M 0.04%
112,566
+29,700
478
$9.87M 0.04%
110,391
+24,432
479
$9.81M 0.04%
+287,653
480
$9.79M 0.04%
70,986
+2,192
481
$9.78M 0.04%
110,553
+13,183
482
$9.71M 0.04%
172,338
-1,698
483
$9.67M 0.04%
516,015
-98,862
484
$9.66M 0.04%
359,863
+12,821
485
$9.65M 0.04%
300,984
+3,557
486
$9.64M 0.04%
226,281
-44,679
487
$9.62M 0.04%
127,570
-2,841
488
$9.6M 0.04%
137,208
-12,670
489
$9.58M 0.04%
98,464
-134,766
490
$9.56M 0.04%
98,598
+314
491
$9.55M 0.04%
116,562
-7,235
492
$9.52M 0.04%
205,516
+130,735
493
$9.5M 0.04%
172,652
-3,814
494
$9.48M 0.04%
371,775
+127,030
495
$9.43M 0.03%
844,016
+207,129
496
$9.35M 0.03%
190,396
+39,708
497
$9.3M 0.03%
286,250
-38,021
498
$9.3M 0.03%
151,771
-1,709
499
$9.24M 0.03%
229,799
-46,092
500
$9.23M 0.03%
+384,406
18 19
20
21 22