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
201
$25.5M 0.09%
671,391
-57,751
202
$25.5M 0.09%
460,954
-4,903
203
$25M 0.09%
546,898
+266,719
204
$25M 0.09%
319,344
-46,177
205
$24.9M 0.09%
791,191
+351,117
206
$24.8M 0.09%
66,499
+3,060
207
$24.8M 0.09%
127,552
+3,545
208
$24.8M 0.09%
1,014,324
+395,069
209
$24.7M 0.09%
282,635
+235,939
210
$24.6M 0.09%
145,102
-13,878
211
$24.5M 0.09%
292,193
-8,730
212
$24.5M 0.09%
92,517
+31,090
213
$23.9M 0.09%
82,261
+4,312
214
$23.8M 0.09%
223,097
-22,118
215
$23.6M 0.09%
179,754
+13,950
216
$23.6M 0.09%
110,525
+1,768
217
$23.6M 0.09%
159,293
+3,515
218
$23.4M 0.09%
40,136
+17,497
219
$23.1M 0.09%
612,831
-4,627
220
$22.8M 0.08%
292,307
+4,567
221
$22.7M 0.08%
670,429
+283,515
222
$22.7M 0.08%
259,564
+32,504
223
$22.7M 0.08%
451,762
-9,447
224
$22.7M 0.08%
1,306,342
+38,096
225
$22.7M 0.08%
37
+6
7 8
9
10 11