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
901
$3.88M 0.01%
111,369
-799
902
$3.87M 0.01%
205,739
+2,551
903
$3.86M 0.01%
62,092
+1,014
904
$3.85M 0.01%
103,774
-30,223
905
$3.85M 0.01%
147,139
-35,160
906
$3.85M 0.01%
48,552
-1,959
907
$3.83M 0.01%
45,015
-6,330
908
$3.82M 0.01%
17,068
+373
909
$3.81M 0.01%
60,678
+3,932
910
$3.8M 0.01%
129,137
+1,540
911
$3.8M 0.01%
54,467
+47,084
912
$3.79M 0.01%
38,106
+10,649
913
$3.79M 0.01%
73,958
+13,207
914
$3.78M 0.01%
+166,452
915
$3.77M 0.01%
14,404
-654
916
$3.74M 0.01%
70,390
+12
917
$3.74M 0.01%
60,723
-9
918
$3.72M 0.01%
73,042
-19,107
919
$3.72M 0.01%
72,687
+3,006
920
$3.71M 0.01%
14,919
+406
921
$3.7M 0.01%
41,297
-26,439
922
$3.7M 0.01%
31,362
-648
923
$3.69M 0.01%
445,878
-54,029
924
$3.67M 0.01%
18,786
+14,060
925
$3.66M 0.01%
61,081
+745
35 36
37
38 39