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
1326
$1.86M 0.01%
31,081
+1,390
1327
$1.86M 0.01%
53,637
-2,659
1328
$1.86M 0.01%
96,217
+7,462
1329
$1.86M 0.01%
47,481
-508
1330
$1.85M 0.01%
36,722
-12,690
1331
$1.85M 0.01%
28,283
+7,215
1332
$1.85M 0.01%
34,161
-3,508
1333
$1.85M 0.01%
39,813
+1,295
1334
$1.85M 0.01%
4,112
+1,447
1335
$1.85M 0.01%
67,765
+2,077
1336
$1.84M 0.01%
23,072
+3,363
1337
$1.84M 0.01%
67,070
-750
1338
$1.84M 0.01%
37,298
+16,330
1339
$1.84M 0.01%
78,170
-5,521
1340
$1.83M 0.01%
33,379
-4,673
1341
$1.83M 0.01%
46,079
-65,682
1342
$1.83M 0.01%
188,472
+11,884
1343
$1.82M 0.01%
42,979
+14,188
1344
$1.82M 0.01%
37,189
+10,783
1345
$1.81M 0.01%
21,692
-7,125
1346
$1.81M 0.01%
74,307
+17,993
1347
$1.81M 0.01%
54,075
+11,844
1348
$1.81M 0.01%
74,341
+3,197
1349
$1.81M 0.01%
21,513
-9,032
1350
$1.8M 0.01%
65,169
+16,655
52 53
54
55 56