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
1501
$1.47M 0.01%
80,864
+2,373
1502
$1.47M 0.01%
10,540
+414
1503
$1.47M 0.01%
49,545
+2,358
1504
$1.46M 0.01%
39,164
-543
1505
$1.46M 0.01%
15,616
+6,283
1506
$1.46M 0.01%
6,672
-188
1507
$1.46M 0.01%
27,852
-68,517
1508
$1.46M 0.01%
72,916
+1,699
1509
$1.46M 0.01%
56,239
+3,254
1510
$1.46M 0.01%
31,879
-3,406
1511
$1.45M 0.01%
43,516
+7,323
1512
$1.45M 0.01%
40,552
-1,096
1513
$1.45M 0.01%
5,889
+476
1514
$1.45M 0.01%
64,961
+7,555
1515
$1.45M 0.01%
26,720
-186
1516
$1.45M 0.01%
39,291
+3,360
1517
$1.44M 0.01%
30,399
+6,101
1518
$1.44M 0.01%
3,945
-2,846
1519
$1.44M 0.01%
25,473
+807
1520
$1.44M 0.01%
25,086
-24,287
1521
$1.43M 0.01%
62,565
+4,371
1522
$1.43M 0.01%
17,195
+2,566
1523
$1.43M 0.01%
119,791
+98,934
1524
$1.43M 0.01%
27,829
-1,007
1525
$1.42M 0.01%
81,065
+17,882
59 60
61
62 63