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
1276
$2.01M 0.01%
15,639
-20,928
1277
$2.01M 0.01%
+87,788
1278
$2.01M 0.01%
62,400
+5,668
1279
$2.01M 0.01%
51,493
+6,728
1280
$2.01M 0.01%
30,169
1281
$2M 0.01%
47,910
-5,180
1282
$2M 0.01%
49,088
-18,426
1283
$1.99M 0.01%
46,680
+6,116
1284
$1.99M 0.01%
83,526
-45,859
1285
$1.98M 0.01%
284,935
-2,200
1286
$1.97M 0.01%
70,818
-13,605
1287
$1.96M 0.01%
92,232
+10,020
1288
$1.96M 0.01%
58,600
-139,484
1289
$1.96M 0.01%
21,898
-1,446
1290
$1.96M 0.01%
70,749
-35,977
1291
$1.95M 0.01%
42,423
-5,360
1292
$1.95M 0.01%
62,510
+33,821
1293
$1.94M 0.01%
88,938
-33,624
1294
$1.94M 0.01%
19,305
+246
1295
$1.94M 0.01%
21,690
+1,088
1296
$1.94M 0.01%
41,060
+152
1297
$1.94M 0.01%
33,412
+188
1298
$1.94M 0.01%
51,184
-1,755
1299
$1.93M 0.01%
49,973
-3,587
1300
$1.93M 0.01%
46,466
-1,303
50 51
52
53 54