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
3001
$206K ﹤0.01%
+4,246
3002
$206K ﹤0.01%
5,082
-66,652
3003
$206K ﹤0.01%
+1,989
3004
$206K ﹤0.01%
8,807
-735
3005
$206K ﹤0.01%
29,538
+12,057
3006
$205K ﹤0.01%
9,681
+23
3007
$205K ﹤0.01%
7,856
-607
3008
$205K ﹤0.01%
50,504
-1,167
3009
$205K ﹤0.01%
6,715
-7,463
3010
$205K ﹤0.01%
3,904
-3,337
3011
$204K ﹤0.01%
12,768
+523
3012
$204K ﹤0.01%
+3,920
3013
$204K ﹤0.01%
+2,110
3014
$204K ﹤0.01%
1,943
3015
$204K ﹤0.01%
8,585
-254
3016
$204K ﹤0.01%
23,047
+126
3017
$204K ﹤0.01%
48,376
+2,437
3018
$204K ﹤0.01%
+10,158
3019
$203K ﹤0.01%
8,863
+1,199
3020
$203K ﹤0.01%
6,307
3021
$203K ﹤0.01%
+3,727
3022
$203K ﹤0.01%
1,304
-32
3023
$202K ﹤0.01%
+5,586
3024
$202K ﹤0.01%
3,169
-1,958
3025
$202K ﹤0.01%
+1,229
119 120
121
122 123