Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
1
$938M 3.47%
4,452,615
-88,065
2
$897M 3.32%
1,793,663
-133,900
3
$713M 2.64%
5,771,624
+26,744
4
$611M 2.26%
1,275,526
-221,110
5
$558M 2.06%
1,019,348
-2,977
6
$533M 1.97%
1,193,445
-14,247
7
$449M 1.66%
2,323,770
+3,166
8
$438M 1.62%
1,638,923
+2,186
9
$392M 1.45%
6,508,746
-71,807
10
$317M 1.17%
581,892
+2,591
11
$265M 0.98%
652,353
+25,231
12
$237M 0.88%
4,353,982
+357,365
13
$193M 0.71%
2,680,936
+68,502
14
$180M 0.67%
989,570
+8,512
15
$169M 0.62%
451,861
+18,258
16
$166M 0.61%
6,397,140
-410,976
17
$160M 0.59%
997,921
+21,240
18
$152M 0.56%
167,879
+2,446
19
$152M 0.56%
831,928
+1,591
20
$146M 0.54%
289,443
+10,176
21
$146M 0.54%
794,891
-20,697
22
$129M 0.48%
2,642,384
-60,777
23
$128M 0.47%
1,112,196
+58,367
24
$127M 0.47%
2,563,714
+34,894
25
$125M 0.46%
1,485,830
+245,541
1
2 3 4 5