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
2751
$282K ﹤0.01%
12,823
2752
$282K ﹤0.01%
27,669
+69
2753
$282K ﹤0.01%
+2,875
2754
$281K ﹤0.01%
6,442
2755
$281K ﹤0.01%
8,347
+26
2756
$281K ﹤0.01%
2,838
2757
$281K ﹤0.01%
6,913
-1,825
2758
$279K ﹤0.01%
2,222
+158
2759
$278K ﹤0.01%
14,951
-2,263
2760
$278K ﹤0.01%
2,594
-312
2761
$277K ﹤0.01%
16,264
-934
2762
$277K ﹤0.01%
+4,582
2763
$277K ﹤0.01%
53,338
-4,291
2764
$277K ﹤0.01%
9,311
-2,950
2765
$277K ﹤0.01%
10,582
-1,712
2766
$277K ﹤0.01%
4,402
-17
2767
$277K ﹤0.01%
15,133
+3,391
2768
$276K ﹤0.01%
23,207
+3,390
2769
$276K ﹤0.01%
6,696
+121
2770
$276K ﹤0.01%
10,561
+33
2771
$275K ﹤0.01%
2,569
-411
2772
$275K ﹤0.01%
7,933
+796
2773
$275K ﹤0.01%
183,513
+59,904
2774
$274K ﹤0.01%
31,459
+7,493
2775
$274K ﹤0.01%
1,922
-8,026
109 110
111
112 113