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
2526
$377K ﹤0.01%
2,195
-81
2527
$376K ﹤0.01%
5,456
-20
2528
$376K ﹤0.01%
34,798
-7,887
2529
$375K ﹤0.01%
5,341
-448
2530
$375K ﹤0.01%
+8,509
2531
$373K ﹤0.01%
5,985
-64
2532
$373K ﹤0.01%
1,803
+347
2533
$372K ﹤0.01%
35,117
+988
2534
$372K ﹤0.01%
36,916
+1,854
2535
$372K ﹤0.01%
9,814
-263
2536
$372K ﹤0.01%
4,545
+39
2537
$371K ﹤0.01%
1,659
-155
2538
$371K ﹤0.01%
4,234
-32
2539
$371K ﹤0.01%
10,775
+1,350
2540
$371K ﹤0.01%
1,414
-64
2541
$370K ﹤0.01%
14,948
-340
2542
$370K ﹤0.01%
9,295
-379
2543
$370K ﹤0.01%
1,799
+33
2544
$370K ﹤0.01%
1,999
+501
2545
$369K ﹤0.01%
4,573
+468
2546
$369K ﹤0.01%
13,040
-6,666
2547
$368K ﹤0.01%
+15,423
2548
$368K ﹤0.01%
19,962
+63
2549
$367K ﹤0.01%
+7,730
2550
$367K ﹤0.01%
7,014
-354
100 101
102
103 104