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
2801
$266K ﹤0.01%
7,864
2802
$266K ﹤0.01%
15,908
+4,077
2803
$266K ﹤0.01%
7,901
+1,827
2804
$266K ﹤0.01%
2,971
-7,901
2805
$266K ﹤0.01%
1,451
-1
2806
$264K ﹤0.01%
7,915
-456
2807
$264K ﹤0.01%
11,426
+1,875
2808
$263K ﹤0.01%
+7,292
2809
$262K ﹤0.01%
5,825
+756
2810
$261K ﹤0.01%
11,883
-1,590
2811
$261K ﹤0.01%
5,509
+336
2812
$260K ﹤0.01%
8,942
-3,000
2813
$260K ﹤0.01%
8,452
-367
2814
$260K ﹤0.01%
+3,156
2815
$260K ﹤0.01%
+9,017
2816
$259K ﹤0.01%
5,175
-2,378
2817
$259K ﹤0.01%
4,208
+125
2818
$259K ﹤0.01%
3,682
-42
2819
$258K ﹤0.01%
+11,438
2820
$258K ﹤0.01%
3,538
+35
2821
$258K ﹤0.01%
49,354
+21,282
2822
$258K ﹤0.01%
2,769
+116
2823
$258K ﹤0.01%
3,417
-385
2824
$258K ﹤0.01%
6,135
-309
2825
$258K ﹤0.01%
6,759
-200
111 112
113
114 115