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
651
$6.31M 0.02%
262,368
+4,762
652
$6.31M 0.02%
114,106
+2,709
653
$6.25M 0.02%
431,049
+52,103
654
$6.21M 0.02%
31,981
+13,602
655
$6.21M 0.02%
223,123
-35,440
656
$6.21M 0.02%
59,356
+2,022
657
$6.18M 0.02%
146,573
+2,477
658
$6.18M 0.02%
476,768
-41,557
659
$6.17M 0.02%
62,753
+3,158
660
$6.17M 0.02%
986,652
+157,880
661
$6.17M 0.02%
24,914
+2,970
662
$6.16M 0.02%
68,299
-283
663
$6.14M 0.02%
67,147
+25,606
664
$6.13M 0.02%
391,070
-4,226
665
$6.12M 0.02%
134,909
-30,376
666
$6.08M 0.02%
3,698
+71
667
$6.03M 0.02%
195,367
-4,006
668
$6.02M 0.02%
157,684
+56,430
669
$5.98M 0.02%
81,232
+68,003
670
$5.98M 0.02%
+321,683
671
$5.97M 0.02%
88,263
-65,555
672
$5.96M 0.02%
217,504
+206,887
673
$5.96M 0.02%
71,403
+1,018
674
$5.96M 0.02%
236,916
+32,733
675
$5.95M 0.02%
2,008
-764
25 26
27
28 29