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
2826
$257K ﹤0.01%
41,734
+14,741
2827
$257K ﹤0.01%
+2,095
2828
$257K ﹤0.01%
16,157
+3,354
2829
$256K ﹤0.01%
43,645
-10,678
2830
$256K ﹤0.01%
10,898
+46
2831
$256K ﹤0.01%
3,436
-842
2832
$256K ﹤0.01%
+2,583
2833
$256K ﹤0.01%
17,814
-1,111
2834
$255K ﹤0.01%
12,981
-3,139
2835
$254K ﹤0.01%
10,291
-16,347
2836
$254K ﹤0.01%
3,108
+363
2837
$253K ﹤0.01%
3,070
+524
2838
$253K ﹤0.01%
112,130
-9,011
2839
$253K ﹤0.01%
17,221
+1,905
2840
$253K ﹤0.01%
5,773
+16
2841
$252K ﹤0.01%
12,915
-857
2842
$252K ﹤0.01%
4,978
-2,912
2843
$251K ﹤0.01%
2,307
-535
2844
$251K ﹤0.01%
13,649
+1,054
2845
$251K ﹤0.01%
23,328
+4,413
2846
$251K ﹤0.01%
6,530
+748
2847
$250K ﹤0.01%
4,053
-328
2848
$250K ﹤0.01%
41,467
-300
2849
$250K ﹤0.01%
2,780
+7
2850
$250K ﹤0.01%
6,217
-262
112 113
114
115 116