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
176
$29.4M 0.11%
293,331
+9,011
177
$29.2M 0.11%
377,062
+6,223
178
$29.1M 0.11%
290,185
-24,098
179
$28.7M 0.11%
130,164
-763
180
$28.6M 0.11%
84,148
-4,388
181
$28.6M 0.11%
816,795
+38,724
182
$28.5M 0.11%
179,200
-52,828
183
$28.1M 0.1%
616,899
+26,795
184
$28M 0.1%
246,881
-10,010
185
$28M 0.1%
111,969
-6,579
186
$27.8M 0.1%
340,326
-234,701
187
$27.7M 0.1%
157,445
+15,585
188
$27.6M 0.1%
161,007
-25,023
189
$27.6M 0.1%
340,025
-8,572
190
$27.6M 0.1%
586,913
+127,554
191
$27.4M 0.1%
497,925
+6,425
192
$27.2M 0.1%
513,108
-98,962
193
$27.1M 0.1%
254,224
-6
194
$26.2M 0.1%
384,589
+58,882
195
$26.1M 0.1%
493,680
+10,683
196
$26M 0.1%
438,386
-147
197
$26M 0.1%
1,136,362
-15,211
198
$26M 0.1%
58,305
-1,047
199
$25.8M 0.1%
445,049
-43,050
200
$25.5M 0.09%
445,320
-92,760
6 7
8
9 10