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
2551
$367K ﹤0.01%
25,585
-1,499
2552
$366K ﹤0.01%
+21,526
2553
$366K ﹤0.01%
4,272
-77
2554
$364K ﹤0.01%
+15,952
2555
$364K ﹤0.01%
17,634
-1,277
2556
$364K ﹤0.01%
27,523
+419
2557
$362K ﹤0.01%
4,476
+1,080
2558
$362K ﹤0.01%
4,406
-4,160
2559
$361K ﹤0.01%
13,323
-600
2560
$361K ﹤0.01%
+3,266
2561
$361K ﹤0.01%
47,692
-900
2562
$360K ﹤0.01%
2,572
+98
2563
$360K ﹤0.01%
17,736
-958
2564
$359K ﹤0.01%
11,128
-9,337
2565
$359K ﹤0.01%
3,509
+46
2566
$358K ﹤0.01%
14,721
+4,399
2567
$358K ﹤0.01%
24,156
+407
2568
$358K ﹤0.01%
7,555
+10
2569
$357K ﹤0.01%
27,466
-5,592
2570
$357K ﹤0.01%
2,968
-60
2571
$355K ﹤0.01%
4,423
-5
2572
$353K ﹤0.01%
5,534
-2,429
2573
$353K ﹤0.01%
27,030
+63
2574
$352K ﹤0.01%
126,447
+71,120
2575
$352K ﹤0.01%
6,184
+464
101 102
103
104 105