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
1076
$2.78M 0.01%
36,260
+3,404
1077
$2.77M 0.01%
31,570
-29,752
1078
$2.77M 0.01%
48,515
-3,961
1079
$2.77M 0.01%
232,899
+1,221
1080
$2.76M 0.01%
9,394
+1,481
1081
$2.76M 0.01%
85,602
+1,736
1082
$2.76M 0.01%
28,348
-65
1083
$2.76M 0.01%
74,275
-1,907
1084
$2.75M 0.01%
103,477
+1,364
1085
$2.73M 0.01%
+14,473
1086
$2.73M 0.01%
67,245
+523
1087
$2.72M 0.01%
13,809
+156
1088
$2.71M 0.01%
45,626
-5,973
1089
$2.71M 0.01%
56,525
+917
1090
$2.7M 0.01%
49,008
+21,076
1091
$2.7M 0.01%
41,508
-647
1092
$2.69M 0.01%
29,100
-5,117
1093
$2.68M 0.01%
+13,384
1094
$2.68M 0.01%
275,615
-14,726
1095
$2.68M 0.01%
78,568
+18,927
1096
$2.67M 0.01%
18,691
-2,936
1097
$2.67M 0.01%
82,836
-1,389
1098
$2.67M 0.01%
17,728
-239
1099
$2.66M 0.01%
49,789
-5,920
1100
$2.66M 0.01%
56,592
+13,537
42 43
44
45 46