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
1101
$2.66M 0.01%
73,738
-6,957
1102
$2.65M 0.01%
5,437
-1,501
1103
$2.63M 0.01%
49,667
-2,935
1104
$2.63M 0.01%
22,227
-1,300
1105
$2.63M 0.01%
111,810
-3,574
1106
$2.63M 0.01%
52,637
+11,756
1107
$2.62M 0.01%
100,650
-5,345
1108
$2.62M 0.01%
53,791
+3,842
1109
$2.62M 0.01%
16,989
-7,823
1110
$2.61M 0.01%
14,297
+206
1111
$2.6M 0.01%
1,653
-51
1112
$2.6M 0.01%
106,440
+7,362
1113
$2.59M 0.01%
32,014
-2,743
1114
$2.59M 0.01%
53,227
+15,715
1115
$2.59M 0.01%
102,136
-724
1116
$2.59M 0.01%
79,140
+12,125
1117
$2.59M 0.01%
306,167
-1,698
1118
$2.59M 0.01%
155,723
+122,511
1119
$2.58M 0.01%
452,929
-23,705
1120
$2.58M 0.01%
10,641
+70
1121
$2.58M 0.01%
38,289
-39,863
1122
$2.58M 0.01%
111,156
+50,398
1123
$2.58M 0.01%
25,082
-2,796
1124
$2.58M 0.01%
61,992
+796
1125
$2.57M 0.01%
8,189
-1,267
43 44
45
46 47