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
701
$5.54M 0.02%
21,533
-634
702
$5.52M 0.02%
128,752
+51,032
703
$5.51M 0.02%
302,703
+18,272
704
$5.51M 0.02%
123,505
+420
705
$5.5M 0.02%
40,735
+5,061
706
$5.5M 0.02%
288,616
-11,492
707
$5.49M 0.02%
42,356
-2,936
708
$5.47M 0.02%
227,759
-32,909
709
$5.46M 0.02%
63,587
-24,069
710
$5.45M 0.02%
5,181
-59
711
$5.44M 0.02%
172,089
-2,632
712
$5.44M 0.02%
81,784
+980
713
$5.43M 0.02%
51,040
-6,373
714
$5.42M 0.02%
45,739
-2,090
715
$5.42M 0.02%
189,288
+27,311
716
$5.38M 0.02%
865,572
+49,004
717
$5.36M 0.02%
348,105
+22,468
718
$5.34M 0.02%
177,981
+22,154
719
$5.34M 0.02%
282,800
+5,706
720
$5.34M 0.02%
22,718
+2,072
721
$5.33M 0.02%
17,261
-850
722
$5.33M 0.02%
158,120
+5,836
723
$5.32M 0.02%
356,829
+38,695
724
$5.32M 0.02%
26,156
+1,867
725
$5.3M 0.02%
74,209
+719
27 28
29
30 31