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
3051
$194K ﹤0.01%
12,080
-1,795
3052
$194K ﹤0.01%
18,711
+4,955
3053
$194K ﹤0.01%
19,210
+529
3054
$193K ﹤0.01%
25,099
+223
3055
$192K ﹤0.01%
28,749
-206
3056
$191K ﹤0.01%
14,492
-1,768
3057
$188K ﹤0.01%
32,902
-752
3058
$188K ﹤0.01%
12,667
-4,726
3059
$187K ﹤0.01%
31,406
-1,554
3060
$187K ﹤0.01%
19,163
+621
3061
$185K ﹤0.01%
6,841
-470
3062
$184K ﹤0.01%
2,146
+103
3063
$183K ﹤0.01%
17,453
-4,700
3064
$181K ﹤0.01%
14,176
+1,285
3065
$180K ﹤0.01%
13,794
-548
3066
$180K ﹤0.01%
24,950
+2,456
3067
$179K ﹤0.01%
3,337
-35
3068
$178K ﹤0.01%
21,594
-1,218
3069
$178K ﹤0.01%
10,939
-17,771
3070
$178K ﹤0.01%
10,671
-11,657
3071
$177K ﹤0.01%
17,619
-566
3072
$176K ﹤0.01%
19,860
-1,818
3073
$174K ﹤0.01%
516,594
+18,000
3074
$173K ﹤0.01%
19,016
-2,091
3075
$173K ﹤0.01%
25,200
+200
121 122
123
124 125