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
2601
$338K ﹤0.01%
32,309
2602
$338K ﹤0.01%
+6,183
2603
$338K ﹤0.01%
+18,928
2604
$338K ﹤0.01%
21,350
-831
2605
$337K ﹤0.01%
+11,202
2606
$337K ﹤0.01%
31,211
-19,945
2607
$337K ﹤0.01%
14,603
-213
2608
$337K ﹤0.01%
8,867
-295
2609
$337K ﹤0.01%
+3,701
2610
$337K ﹤0.01%
711
-1,499
2611
$337K ﹤0.01%
+7,805
2612
$336K ﹤0.01%
122,952
+9,316
2613
$335K ﹤0.01%
18,460
+5,710
2614
$335K ﹤0.01%
9,624
+795
2615
$334K ﹤0.01%
6,711
2616
$334K ﹤0.01%
+8,622
2617
$333K ﹤0.01%
+22,367
2618
$333K ﹤0.01%
11,796
-412
2619
$333K ﹤0.01%
3,079
-127
2620
$332K ﹤0.01%
6,195
+52
2621
$331K ﹤0.01%
6,895
+1,799
2622
$331K ﹤0.01%
2,190
-582
2623
$330K ﹤0.01%
12,885
-9,900
2624
$330K ﹤0.01%
9,487
-259
2625
$330K ﹤0.01%
9,067
+36
103 104
105
106 107