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
Energy Select Sector SPDR Fund
XLE
+$27.7M

Top Sells

1
+$106M
2
+$67M
3
+$60M
4
XLK icon
Technology Select Sector SPDR Fund
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
126
$39.7M 0.15%
199,140
-12,068
127
$39.4M 0.15%
332,679
+22,133
128
$39.4M 0.15%
429,311
-3,434
129
$39.1M 0.14%
426,380
+156,243
130
$39.1M 0.14%
417,766
+129,243
131
$39.1M 0.14%
88,617
+910
132
$39.1M 0.14%
273,636
+76,422
133
$38.6M 0.14%
82,562
-3,023
134
$38.4M 0.14%
807,886
+23,019
135
$38.2M 0.14%
385,179
-22,702
136
$37.9M 0.14%
457,870
-26,065
137
$37.7M 0.14%
613,551
-340
138
$37.3M 0.14%
5,856,227
+12,113
139
$37.3M 0.14%
865,973
-10,417
140
$37.2M 0.14%
183,455
+50,444
141
$37.2M 0.14%
149,087
-4,548
142
$37.2M 0.14%
1,885,178
-258,615
143
$37M 0.14%
117,703
-9,456
144
$36.6M 0.14%
516,882
-16,807
145
$36.5M 0.13%
1,742,274
+88,395
146
$36.5M 0.13%
886,772
-188,328
147
$36.3M 0.13%
374,309
+108,342
148
$36M 0.13%
366,867
+45,331
149
$35M 0.13%
282,795
-5,966
150
$34.9M 0.13%
775,736
+16,765
4 5
6
7 8