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
2976
$213K ﹤0.01%
2,678
+37
2977
$213K ﹤0.01%
2,158
-44
2978
$213K ﹤0.01%
18,214
+236
2979
$212K ﹤0.01%
6,722
-124
2980
$211K ﹤0.01%
+2,729
2981
$211K ﹤0.01%
9,876
-861
2982
$211K ﹤0.01%
19,130
-1,170
2983
$211K ﹤0.01%
11,824
-1,239
2984
$210K ﹤0.01%
+1,246
2985
$210K ﹤0.01%
+10,347
2986
$209K ﹤0.01%
5,763
+15
2987
$209K ﹤0.01%
+6,321
2988
$209K ﹤0.01%
4,904
-645
2989
$209K ﹤0.01%
8,023
-1,217
2990
$208K ﹤0.01%
6,849
2991
$208K ﹤0.01%
1,935
-624
2992
$208K ﹤0.01%
16,214
+700
2993
$208K ﹤0.01%
61,661
+827
2994
$208K ﹤0.01%
5,982
+26
2995
$208K ﹤0.01%
6,693
-955
2996
$208K ﹤0.01%
+5,646
2997
$208K ﹤0.01%
2,906
-8,258
2998
$208K ﹤0.01%
+6,923
2999
$208K ﹤0.01%
13,357
+760
3000
$207K ﹤0.01%
+1,771
118 119
120
121 122