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
3026
$202K ﹤0.01%
55,135
+6,887
3027
$202K ﹤0.01%
32,518
-5,835
3028
$202K ﹤0.01%
+6,300
3029
$201K ﹤0.01%
6,966
-20,450
3030
$201K ﹤0.01%
6,809
-1,904
3031
$201K ﹤0.01%
19,173
3032
$201K ﹤0.01%
8,657
+499
3033
$201K ﹤0.01%
17,685
+352
3034
$201K ﹤0.01%
16,712
-533
3035
$201K ﹤0.01%
4,383
-121
3036
$201K ﹤0.01%
+476
3037
$200K ﹤0.01%
+7,927
3038
$200K ﹤0.01%
+5,661
3039
$200K ﹤0.01%
974
-85
3040
$200K ﹤0.01%
9,374
-394
3041
$199K ﹤0.01%
40,789
+3,615
3042
$199K ﹤0.01%
32,724
-8,697
3043
$198K ﹤0.01%
19,513
+1,113
3044
$197K ﹤0.01%
23,938
-7,427
3045
$197K ﹤0.01%
26,075
-3,203
3046
$196K ﹤0.01%
10,144
+123
3047
$196K ﹤0.01%
43,892
-24,125
3048
$195K ﹤0.01%
20,594
+94
3049
$195K ﹤0.01%
30,498
-15,950
3050
$194K ﹤0.01%
+13,891
120 121
122
123 124