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
526
$8.66M 0.03%
306,184
-68,882
527
$8.65M 0.03%
111,076
+13,456
528
$8.62M 0.03%
26,073
-2,064
529
$8.59M 0.03%
290,721
+74,158
530
$8.55M 0.03%
305,580
-4,328
531
$8.53M 0.03%
246,235
+46,006
532
$8.48M 0.03%
66,555
-1,371
533
$8.48M 0.03%
184,239
+19,184
534
$8.47M 0.03%
191,904
+23,156
535
$8.46M 0.03%
164,816
-5,418
536
$8.45M 0.03%
19,381
-693
537
$8.43M 0.03%
228,541
-908
538
$8.43M 0.03%
848,706
-131,805
539
$8.43M 0.03%
208,458
+72,222
540
$8.41M 0.03%
65,454
-5,911
541
$8.37M 0.03%
97,302
+12,399
542
$8.24M 0.03%
190,084
-15,403
543
$8.22M 0.03%
78,698
+2,105
544
$8.16M 0.03%
201,046
-12,615
545
$8.14M 0.03%
12,384
-178
546
$8.12M 0.03%
229,887
+48,514
547
$8.12M 0.03%
109,391
-696
548
$8.1M 0.03%
47,073
+1,500
549
$8.08M 0.03%
71,955
+465
550
$8.06M 0.03%
80,737
-31,120
20 21
22
23 24