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
851
$4.17M 0.02%
31,459
-87
852
$4.16M 0.02%
24,702
+14,523
853
$4.16M 0.02%
118,389
-3,612
854
$4.14M 0.02%
71,725
-5,936
855
$4.14M 0.02%
145,594
+74,560
856
$4.13M 0.02%
88,303
-7,685
857
$4.12M 0.02%
43,287
+11,941
858
$4.11M 0.02%
115,575
+16,309
859
$4.11M 0.02%
86,306
+30,723
860
$4.11M 0.02%
109,568
-3,391
861
$4.1M 0.02%
71,151
-1,221
862
$4.09M 0.02%
20,445
863
$4.08M 0.02%
600,211
-34,709
864
$4.07M 0.02%
42,607
-47
865
$4.07M 0.02%
47,016
+25,266
866
$4.07M 0.02%
+106,562
867
$4.06M 0.02%
9,656
+5,142
868
$4.05M 0.02%
169,130
+5,216
869
$4.05M 0.02%
29,239
+1,811
870
$4.05M 0.02%
132,854
-4,998
871
$4.04M 0.01%
136,314
+7,102
872
$4.03M 0.01%
91,513
-12,734
873
$4.03M 0.01%
99,997
-6,769
874
$4.03M 0.01%
103,812
-3,629
875
$4.02M 0.01%
77,768
-1,438
33 34
35
36 37