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
2676
$311K ﹤0.01%
+1,853
2677
$311K ﹤0.01%
8,750
+426
2678
$311K ﹤0.01%
33,784
-206
2679
$310K ﹤0.01%
2,295
+73
2680
$310K ﹤0.01%
15,234
+4,143
2681
$309K ﹤0.01%
4,864
-327
2682
$309K ﹤0.01%
11,948
+132
2683
$308K ﹤0.01%
13,020
+411
2684
$308K ﹤0.01%
13,004
+1,962
2685
$307K ﹤0.01%
7,606
-144
2686
$307K ﹤0.01%
1,562
-411
2687
$307K ﹤0.01%
11,213
+2,231
2688
$306K ﹤0.01%
1,470
-93
2689
$306K ﹤0.01%
12,528
-2,099
2690
$306K ﹤0.01%
4,543
-741
2691
$305K ﹤0.01%
13,529
+62
2692
$305K ﹤0.01%
17,119
-16
2693
$305K ﹤0.01%
59,970
+33
2694
$304K ﹤0.01%
6,574
+1,500
2695
$304K ﹤0.01%
13,517
-49,979
2696
$304K ﹤0.01%
10,260
-499
2697
$304K ﹤0.01%
12,715
-3,235
2698
$302K ﹤0.01%
+27,042
2699
$302K ﹤0.01%
9,752
-47
2700
$302K ﹤0.01%
4,929
+84
106 107
108
109 110