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
976
$3.29M 0.01%
25,657
-5,146
977
$3.28M 0.01%
141,023
+41,522
978
$3.28M 0.01%
102,549
+13,007
979
$3.28M 0.01%
52,232
+225
980
$3.27M 0.01%
65,207
-24,929
981
$3.26M 0.01%
31,290
-996
982
$3.26M 0.01%
+109,806
983
$3.25M 0.01%
67,391
+33,001
984
$3.25M 0.01%
306,813
+51,025
985
$3.24M 0.01%
120,942
-5,540
986
$3.24M 0.01%
180,609
+1,383
987
$3.23M 0.01%
12,475
-151
988
$3.23M 0.01%
211,156
+312
989
$3.23M 0.01%
70,130
-19,957
990
$3.23M 0.01%
22,380
+207
991
$3.23M 0.01%
28,600
-63
992
$3.23M 0.01%
59,933
-10,283
993
$3.22M 0.01%
88,295
+11,788
994
$3.21M 0.01%
134,026
+22,927
995
$3.21M 0.01%
78,623
-27,690
996
$3.2M 0.01%
11,050
-4,364
997
$3.19M 0.01%
184,103
-658
998
$3.19M 0.01%
91,564
+76,656
999
$3.18M 0.01%
38,707
-1,042
1000
$3.18M 0.01%
333,087
+156,448
38 39
40
41 42