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
876
$4.01M 0.01%
53,564
+12,499
877
$4M 0.01%
38,702
+664
878
$4M 0.01%
80,906
+3,875
879
$3.99M 0.01%
150,876
+18,692
880
$3.98M 0.01%
53,202
-18,511
881
$3.96M 0.01%
50,338
+5,725
882
$3.96M 0.01%
53,702
+1,128
883
$3.95M 0.01%
139,236
-2,884
884
$3.95M 0.01%
75,307
-4,183
885
$3.94M 0.01%
55,616
+937
886
$3.94M 0.01%
171,096
+17,480
887
$3.93M 0.01%
63,429
-17,240
888
$3.93M 0.01%
33,626
+26,160
889
$3.92M 0.01%
49,280
+1,532
890
$3.92M 0.01%
174,545
+16,373
891
$3.91M 0.01%
94,273
+38,209
892
$3.91M 0.01%
103,381
-7,391
893
$3.9M 0.01%
148,424
+25,439
894
$3.89M 0.01%
35,053
+1,042
895
$3.89M 0.01%
32,919
-5,783
896
$3.89M 0.01%
323,726
+105,126
897
$3.89M 0.01%
152,989
+12,046
898
$3.88M 0.01%
25,670
-3,575
899
$3.88M 0.01%
28,111
-188
900
$3.88M 0.01%
83,052
-24,763
34 35
36
37 38