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
726
$5.29M 0.02%
28,188
+4
727
$5.29M 0.02%
109,091
+3,958
728
$5.28M 0.02%
190,508
+6,771
729
$5.28M 0.02%
77,271
+861
730
$5.26M 0.02%
38,795
+82
731
$5.26M 0.02%
215,558
+83,390
732
$5.25M 0.02%
195,180
+39,607
733
$5.23M 0.02%
60,810
+21,002
734
$5.23M 0.02%
125,804
+40,786
735
$5.22M 0.02%
126,334
+2,970
736
$5.21M 0.02%
134,643
+75,865
737
$5.21M 0.02%
81,978
-6,308
738
$5.19M 0.02%
244,307
-216,935
739
$5.19M 0.02%
145,655
+26,063
740
$5.17M 0.02%
31,118
+1,938
741
$5.16M 0.02%
166,770
+27,927
742
$5.14M 0.02%
25,656
-282
743
$5.13M 0.02%
127,541
-29,926
744
$5.13M 0.02%
137,530
-3,595
745
$5.13M 0.02%
82,883
-4,305
746
$5.12M 0.02%
9,445
-102
747
$5.09M 0.02%
313,220
+53,359
748
$5.08M 0.02%
31,150
+3,637
749
$5.06M 0.02%
329,662
-9,133
750
$5.04M 0.02%
86,896
+177
28 29
30
31 32