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
1226
$2.18M 0.01%
70,175
-4,629
1227
$2.18M 0.01%
29,891
-530
1228
$2.17M 0.01%
40,492
-1,759
1229
$2.17M 0.01%
43,703
+2,900
1230
$2.17M 0.01%
15,348
-1,018
1231
$2.17M 0.01%
31,595
-2,354
1232
$2.16M 0.01%
37,777
+1,986
1233
$2.16M 0.01%
5,925
-355
1234
$2.16M 0.01%
245,670
+6,873
1235
$2.15M 0.01%
46,467
-656
1236
$2.15M 0.01%
+75,347
1237
$2.15M 0.01%
37,594
-534
1238
$2.14M 0.01%
112,788
+17,031
1239
$2.14M 0.01%
5,534
-381
1240
$2.13M 0.01%
34,009
+5,248
1241
$2.13M 0.01%
20,721
-6,997
1242
$2.13M 0.01%
73,690
+7,459
1243
$2.13M 0.01%
69,584
-11,891
1244
$2.13M 0.01%
60,295
-29,015
1245
$2.12M 0.01%
32,945
-424
1246
$2.12M 0.01%
188,051
+176,451
1247
$2.12M 0.01%
58,147
+47,807
1248
$2.12M 0.01%
184,791
+1,273
1249
$2.12M 0.01%
51,521
+3,305
1250
$2.11M 0.01%
88,605
-4,974
48 49
50
51 52