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
2001
$731K ﹤0.01%
13,664
+478
2002
$730K ﹤0.01%
80,226
+4,127
2003
$729K ﹤0.01%
1,343
+1
2004
$729K ﹤0.01%
36,100
2005
$728K ﹤0.01%
+32,894
2006
$728K ﹤0.01%
30,567
+2,101
2007
$727K ﹤0.01%
+19,050
2008
$727K ﹤0.01%
+42,295
2009
$719K ﹤0.01%
30,503
+1,335
2010
$719K ﹤0.01%
41,921
-3,283
2011
$718K ﹤0.01%
11,218
-66
2012
$718K ﹤0.01%
3,269
+37
2013
$714K ﹤0.01%
6,237
+32
2014
$714K ﹤0.01%
15,402
+255
2015
$713K ﹤0.01%
6,868
+111
2016
$712K ﹤0.01%
69,706
-1,040
2017
$711K ﹤0.01%
20,383
-749
2018
$710K ﹤0.01%
3,873
+133
2019
$709K ﹤0.01%
2,206
-127
2020
$709K ﹤0.01%
30,045
-2,385
2021
$707K ﹤0.01%
9,462
-1,215
2022
$706K ﹤0.01%
16,887
-1,895
2023
$704K ﹤0.01%
55,556
2024
$704K ﹤0.01%
10,185
+359
2025
$704K ﹤0.01%
7,377
-2,007
79 80
81
82 83