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
951
$3.5M 0.01%
256,001
-2,988
952
$3.48M 0.01%
130,475
+21,785
953
$3.47M 0.01%
49,735
+42,654
954
$3.46M 0.01%
67,359
-1,438
955
$3.45M 0.01%
35,341
-1,332
956
$3.45M 0.01%
27,395
+6,742
957
$3.43M 0.01%
29,706
+1,381
958
$3.42M 0.01%
120,441
-3,913
959
$3.42M 0.01%
26,155
-433
960
$3.42M 0.01%
97,768
+29,081
961
$3.41M 0.01%
75,105
+41,593
962
$3.41M 0.01%
282,777
+132,139
963
$3.41M 0.01%
88,865
-21,091
964
$3.4M 0.01%
123,078
-5,238
965
$3.39M 0.01%
29,030
+2,146
966
$3.38M 0.01%
43,950
+3,242
967
$3.37M 0.01%
278,601
-28,084
968
$3.36M 0.01%
450,224
-24,835
969
$3.36M 0.01%
29,646
-21,619
970
$3.35M 0.01%
74,968
+32,141
971
$3.34M 0.01%
17,377
+1,628
972
$3.34M 0.01%
18,489
+2,178
973
$3.31M 0.01%
+37,597
974
$3.31M 0.01%
10,313
-7,596
975
$3.31M 0.01%
57,166
-665
37 38
39
40 41