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
1426
$1.65M 0.01%
7,526
-95
1427
$1.65M 0.01%
16,431
-100
1428
$1.64M 0.01%
380,489
+7,671
1429
$1.63M 0.01%
+30,902
1430
$1.63M 0.01%
114,914
-7,693
1431
$1.63M 0.01%
65,391
+43,201
1432
$1.63M 0.01%
49,162
+221
1433
$1.63M 0.01%
10,159
+6,896
1434
$1.63M 0.01%
5,445
+501
1435
$1.63M 0.01%
52,214
-17,564
1436
$1.63M 0.01%
46,910
+3,183
1437
$1.63M 0.01%
33,136
-2,725
1438
$1.62M 0.01%
19,812
-962
1439
$1.61M 0.01%
52,653
-96,863
1440
$1.61M 0.01%
29,870
+18,082
1441
$1.61M 0.01%
72,743
+2,948
1442
$1.61M 0.01%
35,605
+26,240
1443
$1.6M 0.01%
53,309
+18,216
1444
$1.6M 0.01%
40,858
-1,762
1445
$1.6M 0.01%
58,745
-39,847
1446
$1.59M 0.01%
14,930
-1,709
1447
$1.59M 0.01%
40,317
+435
1448
$1.59M 0.01%
29,854
+1,669
1449
$1.59M 0.01%
129,933
+10,207
1450
$1.59M 0.01%
78,360
-4,245
56 57
58
59 60