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
2876
$242K ﹤0.01%
14,598
+113
2877
$242K ﹤0.01%
14,571
+1,491
2878
$242K ﹤0.01%
7,572
2879
$241K ﹤0.01%
29,848
-12,591
2880
$241K ﹤0.01%
7,158
+37
2881
$240K ﹤0.01%
11,579
2882
$240K ﹤0.01%
12,072
-3,181
2883
$240K ﹤0.01%
6,039
-365
2884
$239K ﹤0.01%
36,485
+4,548
2885
$239K ﹤0.01%
+10,839
2886
$239K ﹤0.01%
4,552
+8
2887
$239K ﹤0.01%
+7,244
2888
$239K ﹤0.01%
+1,970
2889
$239K ﹤0.01%
4,872
-509
2890
$239K ﹤0.01%
9,453
+460
2891
$239K ﹤0.01%
20,537
-2,396
2892
$238K ﹤0.01%
21,091
-164
2893
$238K ﹤0.01%
5,069
-1,417
2894
$238K ﹤0.01%
7,654
+8
2895
$237K ﹤0.01%
+4,473
2896
$237K ﹤0.01%
+3,314
2897
$237K ﹤0.01%
2,838
2898
$237K ﹤0.01%
2,765
-403
2899
$237K ﹤0.01%
10,683
+186
2900
$236K ﹤0.01%
3,528
+243
114 115
116
117 118