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
1551
$1.38M 0.01%
56,321
-5,540
1552
$1.37M 0.01%
15,122
-623
1553
$1.37M 0.01%
256,172
+78,382
1554
$1.37M 0.01%
50,818
+6,490
1555
$1.36M 0.01%
120,448
+744
1556
$1.36M 0.01%
79,647
+43,508
1557
$1.36M 0.01%
38,144
+1,713
1558
$1.36M 0.01%
9,544
+1,320
1559
$1.36M 0.01%
20,156
-476
1560
$1.36M 0.01%
43,360
1561
$1.35M 0.01%
44,395
+7,415
1562
$1.35M 0.01%
4,448
+3,684
1563
$1.35M 0.01%
33,719
+1,543
1564
$1.35M 0.01%
29,733
+6,941
1565
$1.35M 0.01%
28,813
-20,347
1566
$1.35M 0.01%
40,609
+1,682
1567
$1.34M 0.01%
43,118
+2,044
1568
$1.34M 0.01%
36,172
+1,175
1569
$1.34M ﹤0.01%
61,955
-626
1570
$1.33M ﹤0.01%
91,722
+8,458
1571
$1.33M ﹤0.01%
99,378
+6,132
1572
$1.33M ﹤0.01%
26,605
+12,114
1573
$1.33M ﹤0.01%
25,128
+10,447
1574
$1.33M ﹤0.01%
34,751
-5,698
1575
$1.33M ﹤0.01%
3,230
-3
61 62
63
64 65