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
2476
$399K ﹤0.01%
15,293
-2,207
2477
$398K ﹤0.01%
7,057
-952
2478
$397K ﹤0.01%
9,917
-2,412
2479
$397K ﹤0.01%
5,287
-237
2480
$395K ﹤0.01%
23,561
+22,342
2481
$393K ﹤0.01%
22,541
-22,666
2482
$393K ﹤0.01%
8,682
-500
2483
$393K ﹤0.01%
9,081
+9
2484
$393K ﹤0.01%
4,113
-306
2485
$393K ﹤0.01%
21,593
-1,510
2486
$393K ﹤0.01%
4,700
2487
$392K ﹤0.01%
8,714
-502
2488
$392K ﹤0.01%
2,604
-581
2489
$391K ﹤0.01%
5,926
+89
2490
$391K ﹤0.01%
4,260
-327
2491
$391K ﹤0.01%
7,855
-75,847
2492
$390K ﹤0.01%
5,422
+960
2493
$390K ﹤0.01%
+18,207
2494
$390K ﹤0.01%
8,330
-3,020
2495
$390K ﹤0.01%
12,976
+422
2496
$390K ﹤0.01%
11,872
+56
2497
$389K ﹤0.01%
1,885
+158
2498
$388K ﹤0.01%
13,928
+414
2499
$388K ﹤0.01%
10,514
-81
2500
$388K ﹤0.01%
15,126
-3,095
98 99
100
101 102