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
2926
$228K ﹤0.01%
10,413
-269
2927
$228K ﹤0.01%
9,855
-2,670
2928
$228K ﹤0.01%
2,468
+567
2929
$228K ﹤0.01%
3,645
-132
2930
$227K ﹤0.01%
21,458
-463
2931
$227K ﹤0.01%
8,725
+20
2932
$227K ﹤0.01%
+5,879
2933
$227K ﹤0.01%
+100,928
2934
$227K ﹤0.01%
9,592
-3
2935
$226K ﹤0.01%
4,331
2936
$226K ﹤0.01%
11,157
-14
2937
$226K ﹤0.01%
1,644
+17
2938
$226K ﹤0.01%
10,042
-152,504
2939
$226K ﹤0.01%
+1,699
2940
$225K ﹤0.01%
20,688
-1,093
2941
$225K ﹤0.01%
15,051
+393
2942
$225K ﹤0.01%
+1,098
2943
$224K ﹤0.01%
53,918
+2,844
2944
$224K ﹤0.01%
14,229
-2,849
2945
$224K ﹤0.01%
11,570
-2,586
2946
$224K ﹤0.01%
+7,703
2947
$222K ﹤0.01%
4,461
-68
2948
$222K ﹤0.01%
9,013
-539
2949
$221K ﹤0.01%
2,533
-115
2950
$221K ﹤0.01%
8,890
+977
116 117
118
119 120