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
1301
$1.93M 0.01%
6,765
-863
1302
$1.93M 0.01%
56,840
+367
1303
$1.92M 0.01%
97,800
-2,168
1304
$1.92M 0.01%
85,889
-14,681
1305
$1.91M 0.01%
13,971
-4,748
1306
$1.91M 0.01%
44,433
+504
1307
$1.91M 0.01%
38,318
+6,477
1308
$1.91M 0.01%
84,112
+5,104
1309
$1.9M 0.01%
38,985
-3,033
1310
$1.9M 0.01%
15,787
-372
1311
$1.89M 0.01%
326,033
-3,314
1312
$1.89M 0.01%
12,128
-460
1313
$1.88M 0.01%
12,951
-379
1314
$1.88M 0.01%
86,115
+29,192
1315
$1.88M 0.01%
48,770
+661
1316
$1.88M 0.01%
31,904
-1,535
1317
$1.87M 0.01%
17,162
-345
1318
$1.87M 0.01%
295,146
+17,776
1319
$1.87M 0.01%
8,577
-531
1320
$1.87M 0.01%
50,814
+2,853
1321
$1.87M 0.01%
74,656
-444
1322
$1.87M 0.01%
73,507
+87
1323
$1.87M 0.01%
49,000
+17,884
1324
$1.87M 0.01%
30,072
-372
1325
$1.86M 0.01%
43,786
+10,610
51 52
53
54 55