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
Energy Select Sector SPDR Fund
XLE
+$27.7M

Top Sells

1
+$106M
2
+$67M
3
+$60M
4
XLK icon
Technology Select Sector SPDR Fund
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
101
$49.7M 0.18%
1,776,605
+75,444
102
$49.3M 0.18%
135,175
-2,176
103
$48.8M 0.18%
422,238
+171,147
104
$48.5M 0.18%
923,439
-241,175
105
$48.1M 0.18%
188,851
-17,336
106
$48.1M 0.18%
125,534
+11,653
107
$47.7M 0.18%
1,620,058
+103,513
108
$46.9M 0.17%
921,082
+223,464
109
$45.8M 0.17%
304,086
-11,104
110
$44.8M 0.17%
704,425
+51,468
111
$44.1M 0.16%
2,306,959
-43,295
112
$44M 0.16%
112,427
-153,501
113
$43.4M 0.16%
251,177
+6,953
114
$42.5M 0.16%
441,988
-27,810
115
$42.5M 0.16%
604,160
-17,931
116
$42.2M 0.16%
1,060,989
-13,782
117
$42M 0.16%
1,198,190
+44,443
118
$42M 0.16%
1,180,932
-14,188
119
$41.8M 0.15%
574,411
+44,000
120
$41.1M 0.15%
154,455
-9,171
121
$41M 0.15%
2,271,370
+518,649
122
$40.9M 0.15%
934,358
-34,866
123
$40.6M 0.15%
1,819,053
+69,348
124
$40.1M 0.15%
230,887
+52,162
125
$39.8M 0.15%
491,410
+10,502
3 4
5
6 7