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
1051
$2.9M 0.01%
24,450
-1,336
1052
$2.89M 0.01%
14,086
-2,661
1053
$2.87M 0.01%
44,615
-3,372
1054
$2.86M 0.01%
25,627
-6,443
1055
$2.86M 0.01%
83,643
-19,123
1056
$2.86M 0.01%
96,673
-95,989
1057
$2.86M 0.01%
42,832
+8,858
1058
$2.85M 0.01%
36,579
-7,239
1059
$2.85M 0.01%
387,440
-19,231
1060
$2.85M 0.01%
64,696
-4,150
1061
$2.83M 0.01%
83,273
-2,544
1062
$2.83M 0.01%
51,960
+564
1063
$2.82M 0.01%
167,417
-9,030
1064
$2.82M 0.01%
55,230
-2,823
1065
$2.82M 0.01%
91,511
+42,000
1066
$2.81M 0.01%
+96,500
1067
$2.81M 0.01%
137,622
+32,929
1068
$2.81M 0.01%
46,631
+5,893
1069
$2.8M 0.01%
2,357
+161
1070
$2.8M 0.01%
53,333
+19,442
1071
$2.79M 0.01%
+253,293
1072
$2.78M 0.01%
48,794
-1,046
1073
$2.78M 0.01%
6,511
-903
1074
$2.78M 0.01%
116,692
+31,270
1075
$2.78M 0.01%
19,039
+1,703
41 42
43
44 45