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
151
$34.3M 0.13%
109,752
-11,418
152
$33.9M 0.13%
131,678
-6,250
153
$33.8M 0.12%
580,386
+282,476
154
$33.6M 0.12%
484,839
-13,066
155
$33.5M 0.12%
183,449
-12,308
156
$33.4M 0.12%
60,130
-12,920
157
$33M 0.12%
615,851
+112,183
158
$32.8M 0.12%
257,867
-114,825
159
$32.7M 0.12%
231,437
+21,460
160
$32.3M 0.12%
97,008
-960
161
$32.3M 0.12%
136,666
+12,004
162
$32M 0.12%
949,087
-13,934
163
$31.8M 0.12%
407,276
-194,516
164
$31.2M 0.12%
146,246
+1,927
165
$31.2M 0.12%
627,532
+26,042
166
$30.7M 0.11%
1,210,716
+96,158
167
$30.6M 0.11%
168,182
-6,344
168
$30.4M 0.11%
297,148
+85,916
169
$30.4M 0.11%
292,354
-6,888
170
$30.2M 0.11%
687,408
-23,570
171
$30.2M 0.11%
772,921
-30,005
172
$30.1M 0.11%
440,640
+217,241
173
$29.8M 0.11%
573,856
-20,427
174
$29.5M 0.11%
247,352
-11,767
175
$29.5M 0.11%
273,638
+58,395
5 6
7
8 9