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
1526
$1.42M 0.01%
44,641
-4,607
1527
$1.42M 0.01%
53,974
+12,174
1528
$1.42M 0.01%
201,545
+33,330
1529
$1.42M 0.01%
31,420
+1,388
1530
$1.42M 0.01%
21,715
+961
1531
$1.42M 0.01%
63,858
-45,256
1532
$1.42M 0.01%
67,271
+7,611
1533
$1.41M 0.01%
48,778
-3,346
1534
$1.41M 0.01%
69,125
+4,134
1535
$1.41M 0.01%
47,653
-2,902
1536
$1.41M 0.01%
49,222
-5,810
1537
$1.4M 0.01%
46,095
+35,872
1538
$1.4M 0.01%
105,492
-8,366
1539
$1.4M 0.01%
38,231
-2,707
1540
$1.4M 0.01%
5,674
-1,180
1541
$1.39M 0.01%
9,211
-539
1542
$1.39M 0.01%
92,662
-4,862
1543
$1.39M 0.01%
100,221
-3,076
1544
$1.39M 0.01%
39,254
-1,118
1545
$1.39M 0.01%
34,565
+5,298
1546
$1.39M 0.01%
9,370
+516
1547
$1.39M 0.01%
3,397
-94
1548
$1.39M 0.01%
80,288
+1,564
1549
$1.38M 0.01%
928
+73
1550
$1.38M 0.01%
7,592
-1,368
60 61
62
63 64