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
2626
$330K ﹤0.01%
16,361
-21,458
2627
$330K ﹤0.01%
14,288
+524
2628
$329K ﹤0.01%
5,520
-376
2629
$329K ﹤0.01%
28,507
+62
2630
$329K ﹤0.01%
6,606
+65
2631
$328K ﹤0.01%
30,802
-4,863
2632
$328K ﹤0.01%
10,188
-2,626
2633
$328K ﹤0.01%
3,015
-86
2634
$328K ﹤0.01%
39,598
+9,169
2635
$327K ﹤0.01%
7,109
+785
2636
$326K ﹤0.01%
6,400
2637
$326K ﹤0.01%
10,852
+1,661
2638
$325K ﹤0.01%
3,058
+10
2639
$325K ﹤0.01%
6,899
-200
2640
$325K ﹤0.01%
28,372
2641
$325K ﹤0.01%
4,067
+824
2642
$325K ﹤0.01%
5,221
-12
2643
$324K ﹤0.01%
44,705
-4,829
2644
$324K ﹤0.01%
6,817
+112
2645
$324K ﹤0.01%
5,061
-4
2646
$324K ﹤0.01%
8,759
+800
2647
$323K ﹤0.01%
27,044
+3,110
2648
$323K ﹤0.01%
231
-5
2649
$323K ﹤0.01%
23,274
+252
2650
$323K ﹤0.01%
3,280
+325
104 105
106
107 108