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
1476
$1.52M 0.01%
16,285
+1,721
1477
$1.52M 0.01%
52,684
+7,876
1478
$1.52M 0.01%
6,799
-8,614
1479
$1.51M 0.01%
40,198
+5,035
1480
$1.51M 0.01%
29,958
+2,259
1481
$1.51M 0.01%
24,032
+2,160
1482
$1.51M 0.01%
33,491
-10,813
1483
$1.51M 0.01%
27,391
-11,736
1484
$1.51M 0.01%
104,263
+7,976
1485
$1.51M 0.01%
51,897
+9,399
1486
$1.5M 0.01%
48,502
-3,820
1487
$1.5M 0.01%
7,852
+871
1488
$1.5M 0.01%
17,477
+608
1489
$1.5M 0.01%
2,901
+69
1490
$1.5M 0.01%
15,278
-3,195
1491
$1.5M 0.01%
35,982
+499
1492
$1.49M 0.01%
36,037
-5,946
1493
$1.49M 0.01%
23,255
-70
1494
$1.49M 0.01%
19,820
-7,127
1495
$1.47M 0.01%
51,845
+68
1496
$1.47M 0.01%
45,470
+75
1497
$1.47M 0.01%
11,234
+5,439
1498
$1.47M 0.01%
+29,763
1499
$1.47M 0.01%
99,769
-4,831
1500
$1.47M 0.01%
44,891
+11,627
58 59
60
61 62