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
2901
$236K ﹤0.01%
6,827
2902
$236K ﹤0.01%
2,603
-90
2903
$235K ﹤0.01%
116,131
-12,612
2904
$235K ﹤0.01%
+6,907
2905
$235K ﹤0.01%
+3,519
2906
$234K ﹤0.01%
8,996
-27
2907
$234K ﹤0.01%
6,835
-2,933
2908
$233K ﹤0.01%
4,206
-190
2909
$233K ﹤0.01%
+4,879
2910
$233K ﹤0.01%
1,385
-66
2911
$232K ﹤0.01%
759
+20
2912
$232K ﹤0.01%
25,653
+1,700
2913
$232K ﹤0.01%
1,444
+1
2914
$232K ﹤0.01%
+7,583
2915
$231K ﹤0.01%
7,367
+26
2916
$231K ﹤0.01%
10,632
+173
2917
$231K ﹤0.01%
5,024
-947
2918
$231K ﹤0.01%
4,873
+9
2919
$230K ﹤0.01%
11,736
-5,832
2920
$230K ﹤0.01%
23,553
-164
2921
$229K ﹤0.01%
9,874
+46
2922
$229K ﹤0.01%
2,583
+162
2923
$229K ﹤0.01%
6,724
+334
2924
$229K ﹤0.01%
14,663
-2,597
2925
$229K ﹤0.01%
68,227
-25,664
115 116
117
118 119