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
2951
$221K ﹤0.01%
3,569
+1
2952
$221K ﹤0.01%
40,634
+11,319
2953
$221K ﹤0.01%
2,814
+184
2954
$221K ﹤0.01%
49,662
+22,346
2955
$220K ﹤0.01%
4,726
+218
2956
$220K ﹤0.01%
1,072
-38
2957
$220K ﹤0.01%
94,455
+28,188
2958
$220K ﹤0.01%
1,514
+84
2959
$219K ﹤0.01%
8,651
-1,150
2960
$218K ﹤0.01%
2,415
-436
2961
$218K ﹤0.01%
+7,287
2962
$218K ﹤0.01%
6,799
-2,263
2963
$218K ﹤0.01%
15,194
-2,239
2964
$217K ﹤0.01%
10,655
-3,073
2965
$217K ﹤0.01%
+9,168
2966
$216K ﹤0.01%
6,580
+28
2967
$216K ﹤0.01%
26,875
-3,332
2968
$215K ﹤0.01%
15,106
2969
$215K ﹤0.01%
3,045
-11,443
2970
$215K ﹤0.01%
894
-54
2971
$215K ﹤0.01%
+4,421
2972
$215K ﹤0.01%
19,074
-188
2973
$215K ﹤0.01%
14,001
+895
2974
$214K ﹤0.01%
17,514
-417
2975
$213K ﹤0.01%
15,498
+2,193
117 118
119
120 121