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
1026
$3.03M 0.01%
40,302
+1,237
1027
$3.03M 0.01%
53,374
-3,035
1028
$3.03M 0.01%
94,703
-696
1029
$3.03M 0.01%
52,466
-7,784
1030
$3.02M 0.01%
116,152
-11,180
1031
$3.02M 0.01%
85,156
-8,286
1032
$3.01M 0.01%
60,350
+24,494
1033
$3.01M 0.01%
22,564
+8,490
1034
$3.01M 0.01%
15,619
-1,028
1035
$3.01M 0.01%
108,515
-34,220
1036
$3M 0.01%
40,874
+14,230
1037
$3M 0.01%
75,131
+33,572
1038
$2.98M 0.01%
63,959
+16,831
1039
$2.96M 0.01%
66,522
-16,255
1040
$2.96M 0.01%
153,063
+86,480
1041
$2.96M 0.01%
216,009
+1,946
1042
$2.95M 0.01%
27,072
-3,364
1043
$2.95M 0.01%
147,138
+8,021
1044
$2.94M 0.01%
84,713
-28,622
1045
$2.94M 0.01%
20,275
+1,998
1046
$2.94M 0.01%
83,999
-1,849
1047
$2.93M 0.01%
127,814
+48,472
1048
$2.92M 0.01%
78,320
-238
1049
$2.91M 0.01%
267,087
-3,890
1050
$2.9M 0.01%
42,679
-38,865
40 41
42
43 44