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
926
$3.64M 0.01%
38,059
+484
927
$3.64M 0.01%
444,548
+105,570
928
$3.62M 0.01%
55,765
-2,670
929
$3.61M 0.01%
58,352
+19,277
930
$3.6M 0.01%
14,564
+1,427
931
$3.6M 0.01%
208,130
-792
932
$3.6M 0.01%
38,810
+3,235
933
$3.6M 0.01%
4,757
+358
934
$3.6M 0.01%
59,714
+17,074
935
$3.59M 0.01%
+35,507
936
$3.59M 0.01%
169,575
+128,993
937
$3.59M 0.01%
131,149
+4,262
938
$3.58M 0.01%
74,684
+4,172
939
$3.58M 0.01%
96,937
-10,761
940
$3.58M 0.01%
71,322
+13,366
941
$3.57M 0.01%
24,234
+22,375
942
$3.56M 0.01%
15,371
-671
943
$3.56M 0.01%
2,791
-186
944
$3.55M 0.01%
157,905
+2,732
945
$3.55M 0.01%
341,488
+211,210
946
$3.53M 0.01%
16,450
+1,372
947
$3.53M 0.01%
66,022
+4,392
948
$3.52M 0.01%
304,942
-26,720
949
$3.52M 0.01%
77,871
+19,215
950
$3.52M 0.01%
132,681
-1,592
36 37
38
39 40