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
1401
$1.7M 0.01%
33,290
+13,362
1402
$1.69M 0.01%
10,625
+990
1403
$1.69M 0.01%
159,236
-3,278
1404
$1.69M 0.01%
39,704
+2,988
1405
$1.69M 0.01%
33,220
-576
1406
$1.69M 0.01%
29,559
-7,708
1407
$1.69M 0.01%
49,272
-964
1408
$1.69M 0.01%
61,922
+30,197
1409
$1.68M 0.01%
52,156
+6,266
1410
$1.68M 0.01%
72,229
-3,731
1411
$1.68M 0.01%
21,291
-87
1412
$1.67M 0.01%
50,232
-195
1413
$1.67M 0.01%
10,450
+6,249
1414
$1.67M 0.01%
46,365
-2,610
1415
$1.67M 0.01%
95,499
+41,821
1416
$1.67M 0.01%
29,164
-7,459
1417
$1.67M 0.01%
32,827
-546
1418
$1.67M 0.01%
86,778
-73
1419
$1.67M 0.01%
27,929
-50
1420
$1.66M 0.01%
+294,950
1421
$1.66M 0.01%
11,283
-494
1422
$1.66M 0.01%
57,500
+4,079
1423
$1.66M 0.01%
120,641
+2,402
1424
$1.65M 0.01%
38,185
+2,265
1425
$1.65M 0.01%
15,006
+108
55 56
57
58 59