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
501
$9.19M 0.03%
372,006
-44,796
502
$9.18M 0.03%
140,240
+9,605
503
$9.17M 0.03%
188,682
+12,556
504
$9.11M 0.03%
446,017
+92,008
505
$9.09M 0.03%
143,659
-24,928
506
$9.07M 0.03%
78,451
-84
507
$9.06M 0.03%
184,479
+18,444
508
$9.05M 0.03%
203,790
+6,929
509
$9M 0.03%
59,361
-7,899
510
$9M 0.03%
118,591
-26,942
511
$8.98M 0.03%
64,120
-5,651
512
$8.97M 0.03%
181,170
-85,550
513
$8.95M 0.03%
132,118
+5,510
514
$8.94M 0.03%
126,915
-33,285
515
$8.92M 0.03%
148,530
-3,796
516
$8.9M 0.03%
115,435
-22,435
517
$8.89M 0.03%
171,674
+5,719
518
$8.87M 0.03%
41,298
+352
519
$8.86M 0.03%
170,224
+43,783
520
$8.85M 0.03%
455,571
+3,554
521
$8.84M 0.03%
89,152
+13,009
522
$8.83M 0.03%
36,523
-111
523
$8.75M 0.03%
84,233
+12,484
524
$8.75M 0.03%
34,423
+6,928
525
$8.67M 0.03%
37,781
-2,468
19 20
21
22 23