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
3076
$173K ﹤0.01%
10,482
+47
3077
$173K ﹤0.01%
21,914
3078
$172K ﹤0.01%
11,113
-8,362
3079
$171K ﹤0.01%
18,587
+2,475
3080
$171K ﹤0.01%
13,801
-142
3081
$171K ﹤0.01%
36,441
+3,856
3082
$170K ﹤0.01%
15,659
+4,024
3083
$169K ﹤0.01%
14,900
-3
3084
$169K ﹤0.01%
24,305
+2,219
3085
$168K ﹤0.01%
28,766
-1,668
3086
$168K ﹤0.01%
+13,291
3087
$167K ﹤0.01%
26,102
+9,165
3088
$167K ﹤0.01%
47,543
+7,906
3089
$162K ﹤0.01%
19,501
-97
3090
$161K ﹤0.01%
89,586
+69,690
3091
$160K ﹤0.01%
230,982
+82,695
3092
$159K ﹤0.01%
11,767
-1,441
3093
$158K ﹤0.01%
+58,583
3094
$158K ﹤0.01%
5,243
+406
3095
$158K ﹤0.01%
14,866
+151
3096
$157K ﹤0.01%
34,745
+11,933
3097
$157K ﹤0.01%
+11,152
3098
$154K ﹤0.01%
+86,184
3099
$152K ﹤0.01%
+88,900
3100
$152K ﹤0.01%
11,075
-722
122 123
124
125 126