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
576
$7.49M 0.03%
292,236
+23,722
577
$7.46M 0.03%
245,794
-37,303
578
$7.43M 0.03%
198,262
+88,272
579
$7.4M 0.03%
99,241
+2,773
580
$7.4M 0.03%
510,622
-300
581
$7.38M 0.03%
24,724
+13,312
582
$7.32M 0.03%
349,866
+10,003
583
$7.31M 0.03%
80,796
-56,047
584
$7.31M 0.03%
281,028
-120,076
585
$7.25M 0.03%
120,821
+3,061
586
$7.22M 0.03%
185,814
+5,275
587
$7.18M 0.03%
47,195
+1,422
588
$7.17M 0.03%
18,583
+2,835
589
$7.17M 0.03%
171,314
+3,510
590
$7.16M 0.03%
199,131
+40,113
591
$7.15M 0.03%
870,095
+3,267
592
$7.11M 0.03%
166,986
-9,815
593
$7.1M 0.03%
211,749
-2,190
594
$7.06M 0.03%
111,974
-27,195
595
$7.04M 0.03%
18,450
-11,975
596
$7.02M 0.03%
13,879
+309
597
$7.01M 0.03%
163,100
+18,781
598
$7.01M 0.03%
71,709
+1,521
599
$6.98M 0.03%
363,280
+71,914
600
$6.98M 0.03%
75,370
+37,129
22 23
24
25 26