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
1176
$2.37M 0.01%
25,537
-212
1177
$2.37M 0.01%
13,633
+953
1178
$2.37M 0.01%
84,464
-55,859
1179
$2.37M 0.01%
98,008
+25,546
1180
$2.37M 0.01%
23,395
-38,908
1181
$2.36M 0.01%
27,928
+44
1182
$2.35M 0.01%
+111,006
1183
$2.34M 0.01%
7,985
+96
1184
$2.34M 0.01%
70,443
+6,687
1185
$2.34M 0.01%
15,212
+2,569
1186
$2.34M 0.01%
23,552
+16
1187
$2.34M 0.01%
55,756
-11,505
1188
$2.33M 0.01%
88,176
+5,514
1189
$2.33M 0.01%
13,196
-4,331
1190
$2.32M 0.01%
+249,913
1191
$2.32M 0.01%
66,308
+51,738
1192
$2.32M 0.01%
84,854
-3,146
1193
$2.32M 0.01%
75,631
+23,546
1194
$2.31M 0.01%
39,163
-712
1195
$2.31M 0.01%
99,360
+5,288
1196
$2.31M 0.01%
115,395
+34,938
1197
$2.3M 0.01%
186,578
+2,373
1198
$2.3M 0.01%
20,930
+3,746
1199
$2.3M 0.01%
139,614
-6,360
1200
$2.29M 0.01%
194,711
-8,870
46 47
48
49 50