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
1376
$1.73M 0.01%
77,654
-5,874
1377
$1.73M 0.01%
34,342
-1,259
1378
$1.73M 0.01%
29,900
-2,158
1379
$1.73M 0.01%
50,020
+32,834
1380
$1.72M 0.01%
13,298
+148
1381
$1.72M 0.01%
34,074
+170
1382
$1.72M 0.01%
37,418
-3,801
1383
$1.72M 0.01%
33,718
+772
1384
$1.72M 0.01%
68,643
+13,721
1385
$1.72M 0.01%
260,498
+17,384
1386
$1.72M 0.01%
55,564
-1,123
1387
$1.72M 0.01%
22,826
+1,478
1388
$1.72M 0.01%
44,247
+8,491
1389
$1.72M 0.01%
8,513
+1,157
1390
$1.71M 0.01%
8,403
-528
1391
$1.71M 0.01%
+37,188
1392
$1.71M 0.01%
55,387
-20,475
1393
$1.71M 0.01%
11,888
+5,201
1394
$1.7M 0.01%
38,498
+13,215
1395
$1.7M 0.01%
34,985
+1,051
1396
$1.7M 0.01%
64,710
+8,206
1397
$1.7M 0.01%
45,679
-2,761
1398
$1.7M 0.01%
171,139
-11,444
1399
$1.7M 0.01%
6,301
-1,905
1400
$1.7M 0.01%
3,663
-190
54 55
56
57 58