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
1201
$2.29M 0.01%
20,927
-1,791
1202
$2.28M 0.01%
9,330
-468
1203
$2.28M 0.01%
96,048
+20,234
1204
$2.27M 0.01%
14,636
-1,067
1205
$2.27M 0.01%
194,359
-74,061
1206
$2.27M 0.01%
46,042
+4,421
1207
$2.27M 0.01%
51,969
+4,731
1208
$2.27M 0.01%
17,977
-780
1209
$2.27M 0.01%
24,373
-566
1210
$2.26M 0.01%
59,143
+4,109
1211
$2.26M 0.01%
25,118
-1,540
1212
$2.26M 0.01%
30,400
-712
1213
$2.24M 0.01%
10,635
-1,098
1214
$2.24M 0.01%
54,268
+2,746
1215
$2.23M 0.01%
10,602
-6,843
1216
$2.23M 0.01%
54,605
+2,240
1217
$2.23M 0.01%
54,937
-7,049
1218
$2.23M 0.01%
4,430
-7,174
1219
$2.23M 0.01%
81,987
+9,273
1220
$2.21M 0.01%
296,528
-33,948
1221
$2.2M 0.01%
134,991
-10
1222
$2.2M 0.01%
53,776
-1,156
1223
$2.19M 0.01%
27,600
+1,019
1224
$2.19M 0.01%
5,861
+1,017
1225
$2.19M 0.01%
133,238
+5,438
47 48
49
50 51