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
626
$6.64M 0.02%
108,544
+29,806
627
$6.63M 0.02%
94,881
-11,051
628
$6.61M 0.02%
230,683
-7,315
629
$6.59M 0.02%
63,862
+28,630
630
$6.58M 0.02%
246,200
+14,689
631
$6.57M 0.02%
46,638
-2,876
632
$6.56M 0.02%
54,920
-2,594
633
$6.54M 0.02%
128,018
+4,313
634
$6.53M 0.02%
326,702
+48,389
635
$6.53M 0.02%
13,923
-4,752
636
$6.52M 0.02%
101,057
+3,369
637
$6.5M 0.02%
92,596
+10,057
638
$6.49M 0.02%
244,287
+9,896
639
$6.46M 0.02%
98,007
+431
640
$6.42M 0.02%
76,417
+10,101
641
$6.4M 0.02%
134,635
+30,004
642
$6.39M 0.02%
68,878
-7,297
643
$6.37M 0.02%
211,978
-76
644
$6.37M 0.02%
83,457
-3,501
645
$6.36M 0.02%
74,795
-7,589
646
$6.34M 0.02%
64,538
+12,097
647
$6.33M 0.02%
219,232
+5,337
648
$6.33M 0.02%
92,323
-472
649
$6.32M 0.02%
46,373
-12,666
650
$6.32M 0.02%
441,311
+4,430
24 25
26
27 28