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
Energy Select Sector SPDR Fund
XLE
+$27.7M

Top Sells

1
+$106M
2
+$67M
3
+$60M
4
XLK icon
Technology Select Sector SPDR Fund
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
51
$81.9M 0.3%
477,267
-1,943
52
$80.4M 0.3%
1,845,725
+42,570
53
$78.5M 0.29%
2,715,095
+435,582
54
$77.6M 0.29%
851,010
+303,517
55
$77.5M 0.29%
224,994
-323
56
$76.9M 0.28%
1,524,553
+990
57
$76.8M 0.28%
1,134,749
-10,033
58
$75.8M 0.28%
1,860,954
+24,910
59
$75.8M 0.28%
1,043,769
-74,766
60
$74.9M 0.28%
1,489,388
+550,713
61
$74.2M 0.27%
128,652
+1,932
62
$73.3M 0.27%
617,061
+7,131
63
$73.2M 0.27%
467,664
+12,263
64
$73M 0.27%
1,440,842
+103,014
65
$71.9M 0.27%
829,953
-93,144
66
$71.4M 0.26%
708,681
+135,807
67
$70.9M 0.26%
664,840
-32,582
68
$70M 0.26%
288,951
-12,460
69
$69M 0.26%
425,426
-7,834
70
$68.4M 0.25%
1,371,618
+1,217,217
71
$68.4M 0.25%
2,078,917
-402,588
72
$68.3M 0.25%
313,201
-61,535
73
$66.7M 0.25%
456,387
-40,665
74
$65M 0.24%
356,938
+6,310
75
$64.9M 0.24%
1,108,241
-367
1 2
3
4 5