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
776
$4.81M 0.02%
74,041
+10,979
777
$4.8M 0.02%
41,638
+436
778
$4.79M 0.02%
75,968
-18,379
779
$4.79M 0.02%
181,317
+2,574
780
$4.77M 0.02%
169,464
+65,091
781
$4.77M 0.02%
103,048
+29,370
782
$4.76M 0.02%
15,406
-485
783
$4.76M 0.02%
127,694
+95
784
$4.75M 0.02%
113,264
+3,280
785
$4.74M 0.02%
167,010
+5,847
786
$4.72M 0.02%
158,817
+32,636
787
$4.72M 0.02%
+188,070
788
$4.72M 0.02%
130,023
+92,916
789
$4.71M 0.02%
141,238
-889
790
$4.71M 0.02%
178,449
+135,017
791
$4.68M 0.02%
96,741
+12,842
792
$4.68M 0.02%
30,734
-256
793
$4.67M 0.02%
148,744
-69,168
794
$4.67M 0.02%
72,026
-1,132
795
$4.67M 0.02%
46,990
-1,313
796
$4.66M 0.02%
142,721
-5,558
797
$4.65M 0.02%
20,631
-70
798
$4.62M 0.02%
85,719
-5,771
799
$4.59M 0.02%
218,347
+27,554
800
$4.59M 0.02%
35,526
-988
30 31
32
33 34