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
2651
$322K ﹤0.01%
+18,974
2652
$322K ﹤0.01%
7,398
+525
2653
$320K ﹤0.01%
27,292
+1,385
2654
$320K ﹤0.01%
830
-475
2655
$319K ﹤0.01%
5,609
+109
2656
$319K ﹤0.01%
29,418
-1,937
2657
$318K ﹤0.01%
2,355
-314
2658
$318K ﹤0.01%
3,219
+332
2659
$318K ﹤0.01%
+3,359
2660
$317K ﹤0.01%
25,601
+6,283
2661
$317K ﹤0.01%
8,768
-388
2662
$317K ﹤0.01%
5,367
-849
2663
$316K ﹤0.01%
30,877
+11,000
2664
$316K ﹤0.01%
5,068
+729
2665
$316K ﹤0.01%
8,459
2666
$316K ﹤0.01%
+1,588
2667
$315K ﹤0.01%
12,963
+3,579
2668
$315K ﹤0.01%
6,542
+902
2669
$314K ﹤0.01%
+9,808
2670
$314K ﹤0.01%
8,364
-233
2671
$313K ﹤0.01%
24,918
+572
2672
$313K ﹤0.01%
25,312
+347
2673
$313K ﹤0.01%
114,800
-8,500
2674
$312K ﹤0.01%
13,274
+1,432
2675
$311K ﹤0.01%
25,987
105 106
107
108 109