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
1126
$2.57M 0.01%
15,569
+1,077
1127
$2.57M 0.01%
137,438
+104,028
1128
$2.56M 0.01%
63,137
-2,461
1129
$2.56M 0.01%
68,046
+822
1130
$2.56M 0.01%
24,082
+194
1131
$2.56M 0.01%
62,800
+27,513
1132
$2.56M 0.01%
25,040
+15,737
1133
$2.54M 0.01%
45,410
-212
1134
$2.54M 0.01%
67,665
-1,990
1135
$2.54M 0.01%
91,798
+25,058
1136
$2.54M 0.01%
50,708
-64,180
1137
$2.52M 0.01%
33,978
-1,306
1138
$2.52M 0.01%
77,620
-613
1139
$2.51M 0.01%
111,845
-6,916
1140
$2.5M 0.01%
149,868
-7,910
1141
$2.5M 0.01%
160,420
-2,510
1142
$2.5M 0.01%
49,714
-3,240
1143
$2.49M 0.01%
73,604
-13,359
1144
$2.48M 0.01%
25,604
+2,509
1145
$2.48M 0.01%
47,379
-3,967
1146
$2.47M 0.01%
52,116
+12,942
1147
$2.46M 0.01%
511,424
-765,437
1148
$2.46M 0.01%
21,813
-76,024
1149
$2.46M 0.01%
42,683
+6,559
1150
$2.46M 0.01%
72,803
+11,269
44 45
46
47 48