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
2501
$387K ﹤0.01%
+10,394
2502
$386K ﹤0.01%
+69,613
2503
$386K ﹤0.01%
6,307
+1,536
2504
$385K ﹤0.01%
1,986
+148
2505
$385K ﹤0.01%
8,912
-1,283
2506
$384K ﹤0.01%
39,525
+2,151
2507
$383K ﹤0.01%
6,415
+530
2508
$383K ﹤0.01%
10,554
+6
2509
$383K ﹤0.01%
3,282
-88
2510
$382K ﹤0.01%
+17,882
2511
$380K ﹤0.01%
15,149
-1,192
2512
$380K ﹤0.01%
7,837
-2,365
2513
$379K ﹤0.01%
6,894
-133
2514
$379K ﹤0.01%
5,073
+1,137
2515
$379K ﹤0.01%
24,022
-996
2516
$379K ﹤0.01%
2,391
-115
2517
$378K ﹤0.01%
453,000
-5,300
2518
$378K ﹤0.01%
2,100
+217
2519
$377K ﹤0.01%
10,728
+233
2520
$377K ﹤0.01%
4,227
-90
2521
$377K ﹤0.01%
15,512
-969
2522
$377K ﹤0.01%
36,464
+11,182
2523
$377K ﹤0.01%
22,187
-30,613
2524
$377K ﹤0.01%
3,782
+151
2525
$377K ﹤0.01%
13,746
+2,194
99 100
101
102 103