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
2026
$702K ﹤0.01%
7,884
-614
2027
$701K ﹤0.01%
76,321
+15,010
2028
$699K ﹤0.01%
103,167
-4,613
2029
$699K ﹤0.01%
9,122
-804
2030
$698K ﹤0.01%
51,011
+6,925
2031
$697K ﹤0.01%
24,995
-2,807
2032
$697K ﹤0.01%
16,746
-69
2033
$696K ﹤0.01%
15,819
+702
2034
$695K ﹤0.01%
21,733
-726
2035
$693K ﹤0.01%
13,571
-296
2036
$693K ﹤0.01%
8,644
+4,237
2037
$692K ﹤0.01%
20,108
-2,377
2038
$692K ﹤0.01%
67,419
+3,288
2039
$690K ﹤0.01%
14,626
-55
2040
$689K ﹤0.01%
5,520
-572
2041
$689K ﹤0.01%
15,377
+4,654
2042
$683K ﹤0.01%
2,706
+238
2043
$683K ﹤0.01%
20,451
+1,627
2044
$682K ﹤0.01%
23,117
-829
2045
$680K ﹤0.01%
12,704
-710
2046
$679K ﹤0.01%
30,367
+5,258
2047
$679K ﹤0.01%
4,853
+8
2048
$679K ﹤0.01%
7,771
-359
2049
$679K ﹤0.01%
+29,086
2050
$679K ﹤0.01%
19,828
-12,018
80 81
82
83 84