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
2576
$352K ﹤0.01%
6,494
+1,354
2577
$352K ﹤0.01%
+32,714
2578
$351K ﹤0.01%
2,549
+77
2579
$351K ﹤0.01%
9,693
-416
2580
$350K ﹤0.01%
7,355
-2,196
2581
$350K ﹤0.01%
12,627
+1,350
2582
$350K ﹤0.01%
97,843
-2,365
2583
$348K ﹤0.01%
7,724
2584
$348K ﹤0.01%
13,876
-1,849
2585
$348K ﹤0.01%
2,565
+63
2586
$348K ﹤0.01%
897
-53
2587
$347K ﹤0.01%
4,074
-748
2588
$347K ﹤0.01%
+12,775
2589
$347K ﹤0.01%
247,691
+8,300
2590
$345K ﹤0.01%
73,947
-3,335
2591
$345K ﹤0.01%
4,975
-29
2592
$345K ﹤0.01%
54,379
-1,243
2593
$345K ﹤0.01%
10,344
2594
$344K ﹤0.01%
10,405
+100
2595
$344K ﹤0.01%
12,708
-81
2596
$344K ﹤0.01%
8,499
-945
2597
$342K ﹤0.01%
14,775
+2,557
2598
$341K ﹤0.01%
12,324
-102
2599
$341K ﹤0.01%
7,250
+42
2600
$340K ﹤0.01%
+10,698
102 103
104
105 106