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
751
$5.03M 0.02%
49,828
-6,287
752
$5.02M 0.02%
94,064
-22,704
753
$5.02M 0.02%
380,894
-9,718
754
$5.02M 0.02%
140,903
+65,020
755
$5.01M 0.02%
36,189
-836
756
$4.99M 0.02%
105,699
-679
757
$4.97M 0.02%
103,019
+601
758
$4.96M 0.02%
218,223
+42,727
759
$4.95M 0.02%
135,544
-79,936
760
$4.94M 0.02%
65,783
+21,069
761
$4.93M 0.02%
137,047
+112,461
762
$4.93M 0.02%
172,737
+138,273
763
$4.93M 0.02%
127,375
-9,383
764
$4.93M 0.02%
128,720
-44,794
765
$4.92M 0.02%
96,289
+44,616
766
$4.89M 0.02%
122,111
-33,914
767
$4.89M 0.02%
23,119
+1,478
768
$4.88M 0.02%
882,952
-161,680
769
$4.85M 0.02%
104,384
+4,343
770
$4.85M 0.02%
174,454
+24,627
771
$4.84M 0.02%
161,354
+7,254
772
$4.83M 0.02%
98,564
+10,314
773
$4.83M 0.02%
156,515
+18,974
774
$4.82M 0.02%
16,755
+361
775
$4.82M 0.02%
95,719
+13,618
29 30
31
32 33