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
2776
$273K ﹤0.01%
6,525
-10,476
2777
$272K ﹤0.01%
6,542
-1,597
2778
$272K ﹤0.01%
22,497
+1,702
2779
$272K ﹤0.01%
3,640
-1,571
2780
$272K ﹤0.01%
6,573
-103
2781
$271K ﹤0.01%
+5,993
2782
$271K ﹤0.01%
8,125
2783
$271K ﹤0.01%
7,681
-7,736
2784
$271K ﹤0.01%
10,510
-4,426
2785
$270K ﹤0.01%
4,169
+4
2786
$270K ﹤0.01%
9,844
-509
2787
$269K ﹤0.01%
12,292
+317
2788
$269K ﹤0.01%
2,937
+65
2789
$269K ﹤0.01%
1,537
+182
2790
$269K ﹤0.01%
9,129
2791
$268K ﹤0.01%
1,590
-99
2792
$268K ﹤0.01%
+3,297
2793
$268K ﹤0.01%
159
2794
$268K ﹤0.01%
11,112
2795
$268K ﹤0.01%
+3,908
2796
$267K ﹤0.01%
14,761
-215
2797
$267K ﹤0.01%
11,637
+1,931
2798
$267K ﹤0.01%
2,115
-97
2799
$266K ﹤0.01%
15,095
-2,755
2800
$266K ﹤0.01%
29,669
+22
110 111
112
113 114