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
676
$5.94M 0.02%
178,832
+1,927
677
$5.91M 0.02%
157,618
-1,675
678
$5.9M 0.02%
52,484
-1,412
679
$5.89M 0.02%
150,031
-2,410
680
$5.86M 0.02%
313,128
+10,035
681
$5.86M 0.02%
66,695
+40,666
682
$5.85M 0.02%
70,670
+105
683
$5.83M 0.02%
61,806
+1,704
684
$5.8M 0.02%
42,475
-6,611
685
$5.75M 0.02%
87,270
+1,715
686
$5.72M 0.02%
158,510
-36,613
687
$5.71M 0.02%
88,288
-11,707
688
$5.7M 0.02%
61,495
+36,678
689
$5.69M 0.02%
290,165
+44,033
690
$5.67M 0.02%
54,651
-1,342
691
$5.66M 0.02%
147,088
-2,081
692
$5.63M 0.02%
78,208
-1,476
693
$5.63M 0.02%
24,089
-17
694
$5.63M 0.02%
21,428
-4,068
695
$5.62M 0.02%
84,320
-8,761
696
$5.56M 0.02%
1,290,275
+1,252,136
697
$5.56M 0.02%
25,011
-6,227
698
$5.55M 0.02%
31,716
+3,552
699
$5.55M 0.02%
55,584
+3,429
700
$5.55M 0.02%
71,045
+10,020
26 27
28
29 30