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
551
$8.05M 0.03%
257,680
+109,111
552
$8.05M 0.03%
172,620
+15,624
553
$8.04M 0.03%
154,070
+53,763
554
$7.95M 0.03%
89,607
-10,254
555
$7.92M 0.03%
311,705
+4,004
556
$7.89M 0.03%
40,148
-13,765
557
$7.89M 0.03%
203,033
-32,196
558
$7.82M 0.03%
49,036
+13,915
559
$7.8M 0.03%
369,441
+10,417
560
$7.79M 0.03%
99,520
+3,478
561
$7.74M 0.03%
51,006
+17,318
562
$7.74M 0.03%
142,011
+4,470
563
$7.72M 0.03%
72,151
-21,483
564
$7.7M 0.03%
48,245
-730
565
$7.68M 0.03%
86,006
+1,638
566
$7.68M 0.03%
149,696
-3,810
567
$7.67M 0.03%
193,149
+5,139
568
$7.64M 0.03%
97,400
+1,551
569
$7.63M 0.03%
+147,063
570
$7.58M 0.03%
196,837
+2,407
571
$7.57M 0.03%
159,860
+4,272
572
$7.57M 0.03%
179,628
+19,233
573
$7.54M 0.03%
325,442
+43,211
574
$7.52M 0.03%
38,683
-3,749
575
$7.49M 0.03%
96,075
+6,344
21 22
23
24 25