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
1251
$2.1M 0.01%
15,696
+1,128
1252
$2.1M 0.01%
88,708
+4,232
1253
$2.1M 0.01%
70,019
+7,473
1254
$2.1M 0.01%
15,841
+297
1255
$2.1M 0.01%
36,869
+29,028
1256
$2.09M 0.01%
26,975
+658
1257
$2.09M 0.01%
31,040
+5,600
1258
$2.09M 0.01%
76,865
-11,215
1259
$2.09M 0.01%
29,063
-41
1260
$2.08M 0.01%
20,088
-402
1261
$2.07M 0.01%
57,079
-7,375
1262
$2.07M 0.01%
24,548
+9,939
1263
$2.06M 0.01%
63,983
+20,269
1264
$2.06M 0.01%
63,801
-29,911
1265
$2.05M 0.01%
120,765
+1,755
1266
$2.05M 0.01%
189,905
+9,731
1267
$2.05M 0.01%
236,695
+18,028
1268
$2.05M 0.01%
42,363
+21,692
1269
$2.04M 0.01%
62,716
+3,365
1270
$2.04M 0.01%
61,281
-132
1271
$2.04M 0.01%
41,989
+5,642
1272
$2.04M 0.01%
110,187
-70,229
1273
$2.03M 0.01%
62,464
+6,016
1274
$2.03M 0.01%
44,617
-98,502
1275
$2.02M 0.01%
+100,881
49 50
51
52 53