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
801
$4.58M 0.02%
82,462
+16,270
802
$4.58M 0.02%
46,754
-3,906
803
$4.56M 0.02%
120,366
-62,719
804
$4.54M 0.02%
115,391
-3,591
805
$4.54M 0.02%
125,012
-6,938
806
$4.53M 0.02%
351,523
+31,096
807
$4.52M 0.02%
55,555
+1,797
808
$4.5M 0.02%
61,338
+18,306
809
$4.5M 0.02%
7,566
-965
810
$4.48M 0.02%
7,952
+2,995
811
$4.47M 0.02%
216,031
+4,756
812
$4.47M 0.02%
35,435
+16,460
813
$4.45M 0.02%
117,258
-2,364
814
$4.45M 0.02%
80,763
-6,623
815
$4.45M 0.02%
93,849
-1,323
816
$4.45M 0.02%
42,822
+732
817
$4.45M 0.02%
63,450
+10,464
818
$4.45M 0.02%
140,085
+9,081
819
$4.43M 0.02%
10,934
-2,227
820
$4.43M 0.02%
25,323
+217
821
$4.41M 0.02%
36,530
-2,691
822
$4.41M 0.02%
116,275
+820
823
$4.4M 0.02%
60,334
-8,714
824
$4.4M 0.02%
79,988
+4,871
825
$4.4M 0.02%
96,024
-8,164
31 32
33
34 35