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
1151
$2.46M 0.01%
84,808
+16,422
1152
$2.45M 0.01%
109,050
+5,187
1153
$2.45M 0.01%
47,866
+44,555
1154
$2.45M 0.01%
69,059
-2,797
1155
$2.45M 0.01%
27,899
+310
1156
$2.44M 0.01%
70,043
+90
1157
$2.44M 0.01%
107,630
-5,172
1158
$2.44M 0.01%
98,674
-4,723
1159
$2.44M 0.01%
56,454
-15,237
1160
$2.43M 0.01%
31,220
-2,887
1161
$2.42M 0.01%
61,277
+4,263
1162
$2.41M 0.01%
40,520
+17,870
1163
$2.41M 0.01%
121,222
+8,494
1164
$2.41M 0.01%
193,434
-6,081
1165
$2.41M 0.01%
55,056
-7,564
1166
$2.41M 0.01%
93,254
+40,219
1167
$2.41M 0.01%
82,395
+73,612
1168
$2.4M 0.01%
103,279
-2
1169
$2.4M 0.01%
19,660
+925
1170
$2.4M 0.01%
121,987
+826
1171
$2.4M 0.01%
49,630
+3,248
1172
$2.39M 0.01%
113,690
+5,647
1173
$2.38M 0.01%
314
+2
1174
$2.38M 0.01%
38,185
+3,953
1175
$2.37M 0.01%
105,493
+76,763
45 46
47
48 49