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
2726
$291K ﹤0.01%
39,661
-83
2727
$291K ﹤0.01%
11,037
2728
$290K ﹤0.01%
3,340
-915
2729
$290K ﹤0.01%
30,778
+2,581
2730
$290K ﹤0.01%
6,663
-900
2731
$290K ﹤0.01%
1,639
-20
2732
$289K ﹤0.01%
+3,953
2733
$289K ﹤0.01%
8,577
-6,675
2734
$289K ﹤0.01%
3,787
-1,631
2735
$288K ﹤0.01%
21,906
+6,602
2736
$288K ﹤0.01%
44,443
+1,506
2737
$287K ﹤0.01%
6,595
-1,010
2738
$286K ﹤0.01%
25,043
-2,752
2739
$286K ﹤0.01%
9,060
-309
2740
$285K ﹤0.01%
79,241
2741
$285K ﹤0.01%
40,636
-2,509
2742
$285K ﹤0.01%
19,889
+480
2743
$285K ﹤0.01%
7,716
-534
2744
$283K ﹤0.01%
3,202
-175
2745
$283K ﹤0.01%
9,787
-16,692
2746
$283K ﹤0.01%
55,493
-531
2747
$283K ﹤0.01%
+7,507
2748
$282K ﹤0.01%
6,971
-3,680
2749
$282K ﹤0.01%
16,586
-497
2750
$282K ﹤0.01%
7,205
-536
108 109
110
111 112