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
Energy Select Sector SPDR Fund
XLE
+$27.7M

Top Sells

1
+$106M
2
+$67M
3
+$60M
4
XLK icon
Technology Select Sector SPDR Fund
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
76
$64.8M 0.24%
864,644
-89,857
77
$64M 0.24%
2,989,038
+6,237
78
$62.9M 0.23%
241,219
-8,359
79
$62.7M 0.23%
188,344
-457
80
$61.1M 0.23%
1,351,344
+179,534
81
$59.6M 0.22%
580,217
-28,325
82
$59.5M 0.22%
116,926
-6,522
83
$59.5M 0.22%
241,234
-3,721
84
$58.9M 0.22%
1,827,854
-26,315
85
$58.7M 0.22%
2,327,088
+169,336
86
$58.3M 0.22%
727,622
+48,973
87
$58.2M 0.22%
1,282,041
+1,029
88
$55.1M 0.2%
378,060
-14,368
89
$54.8M 0.2%
442,293
+7,723
90
$54.7M 0.2%
1,327,244
-1,067
91
$54.3M 0.2%
942,281
-33
92
$53.9M 0.2%
265,867
+2,766
93
$53.7M 0.2%
1,608,245
+207,276
94
$52.6M 0.19%
779,840
+13,080
95
$51.8M 0.19%
1,062,107
+48,236
96
$51.2M 0.19%
259,963
+29,313
97
$51.1M 0.19%
309,772
-15,117
98
$51M 0.19%
1,580,257
+158,486
99
$50.7M 0.19%
170,308
+10,491
100
$50.2M 0.19%
742,589
+3,996
2 3
4
5 6