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
2851
$249K ﹤0.01%
3,770
-210
2852
$249K ﹤0.01%
9,152
-5,852
2853
$249K ﹤0.01%
2,771
+306
2854
$248K ﹤0.01%
+8,983
2855
$248K ﹤0.01%
+10,282
2856
$247K ﹤0.01%
20,692
-196
2857
$247K ﹤0.01%
14,066
+1,804
2858
$247K ﹤0.01%
64,853
+3,127
2859
$247K ﹤0.01%
41,180
2860
$247K ﹤0.01%
7,256
+349
2861
$246K ﹤0.01%
10,535
-142
2862
$246K ﹤0.01%
5,064
-1,839
2863
$245K ﹤0.01%
10,648
-1,995
2864
$244K ﹤0.01%
15,048
-497
2865
$244K ﹤0.01%
4,908
+125
2866
$244K ﹤0.01%
32,725
+47
2867
$244K ﹤0.01%
2,255
-134
2868
$244K ﹤0.01%
212,475
-7,252
2869
$244K ﹤0.01%
4,417
-60
2870
$243K ﹤0.01%
3,337
-406
2871
$243K ﹤0.01%
10,266
2872
$243K ﹤0.01%
3,243
-2,308
2873
$243K ﹤0.01%
15,112
+1,810
2874
$243K ﹤0.01%
6,029
-2,074
2875
$243K ﹤0.01%
4,755
+328
113 114
115
116 117