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
1451
$1.58M 0.01%
14,343
-31,630
1452
$1.58M 0.01%
9,291
+2,517
1453
$1.58M 0.01%
100,688
+42,737
1454
$1.58M 0.01%
27,802
-4,200
1455
$1.58M 0.01%
14,088
-211
1456
$1.57M 0.01%
31,263
+2,502
1457
$1.57M 0.01%
37,234
-9,953
1458
$1.57M 0.01%
97,264
+85,499
1459
$1.57M 0.01%
31,430
-4,002
1460
$1.57M 0.01%
26,967
-7,899
1461
$1.56M 0.01%
54,494
+8,859
1462
$1.56M 0.01%
63,022
+2,341
1463
$1.56M 0.01%
62,534
-18,691
1464
$1.56M 0.01%
14,644
+1,067
1465
$1.56M 0.01%
32,161
+332
1466
$1.55M 0.01%
44,588
-1,388
1467
$1.55M 0.01%
35,199
-5,440
1468
$1.54M 0.01%
28,540
-27,797
1469
$1.54M 0.01%
32,696
+619
1470
$1.54M 0.01%
112,377
+8,056
1471
$1.54M 0.01%
20,474
-35,532
1472
$1.54M 0.01%
112,282
+3,441
1473
$1.53M 0.01%
70,427
+7,767
1474
$1.53M 0.01%
54,612
-10,936
1475
$1.52M 0.01%
14,005
-849
57 58
59
60 61