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
2701
$302K ﹤0.01%
+6,029
2702
$301K ﹤0.01%
15,145
-2,240
2703
$300K ﹤0.01%
25,643
-675
2704
$299K ﹤0.01%
10,014
2705
$299K ﹤0.01%
7,239
-644
2706
$298K ﹤0.01%
1,382
2707
$298K ﹤0.01%
5,515
-6,415
2708
$298K ﹤0.01%
5,436
-7
2709
$298K ﹤0.01%
3,413
-446
2710
$297K ﹤0.01%
1,215
+64
2711
$297K ﹤0.01%
2,835
-50
2712
$296K ﹤0.01%
996
+95
2713
$296K ﹤0.01%
10,390
-4,746
2714
$295K ﹤0.01%
35,273
+8,162
2715
$295K ﹤0.01%
8,804
-158
2716
$295K ﹤0.01%
7,841
-65
2717
$294K ﹤0.01%
9,784
+355
2718
$294K ﹤0.01%
18,965
+957
2719
$294K ﹤0.01%
9,289
-810
2720
$294K ﹤0.01%
5,446
+123
2721
$292K ﹤0.01%
9,128
+489
2722
$292K ﹤0.01%
+5,659
2723
$291K ﹤0.01%
+5,703
2724
$291K ﹤0.01%
3,230
+492
2725
$291K ﹤0.01%
36,334
+9,074
107 108
109
110 111