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
826
$4.4M 0.02%
33,262
+2,262
827
$4.39M 0.02%
18,331
+591
828
$4.36M 0.02%
389,645
+10,021
829
$4.36M 0.02%
125,843
+3,025
830
$4.35M 0.02%
5,290
+3,933
831
$4.34M 0.02%
61,070
-813
832
$4.33M 0.02%
502,208
-26,165
833
$4.32M 0.02%
173,660
+37,654
834
$4.31M 0.02%
269,071
-5,344
835
$4.3M 0.02%
36,642
+981
836
$4.27M 0.02%
99,000
-7,678
837
$4.26M 0.02%
4,724
+22
838
$4.24M 0.02%
171,117
+15,169
839
$4.23M 0.02%
120,892
-1,538
840
$4.23M 0.02%
68,642
-10,561
841
$4.23M 0.02%
147,863
+18,281
842
$4.22M 0.02%
71,077
+20,285
843
$4.22M 0.02%
101,554
-63,147
844
$4.21M 0.02%
31,821
-303
845
$4.21M 0.02%
99,372
-4,381
846
$4.21M 0.02%
137,383
-29,517
847
$4.2M 0.02%
184,946
+32,553
848
$4.19M 0.02%
40,036
-3,293
849
$4.18M 0.02%
145,879
-5,042
850
$4.17M 0.02%
12,685
+1,975
32 33
34
35 36