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
3101
$152K ﹤0.01%
8,192
-209
3102
$151K ﹤0.01%
24,138
+232
3103
$151K ﹤0.01%
28,393
-2,432
3104
$147K ﹤0.01%
11,077
-995
3105
$147K ﹤0.01%
13,610
+3,479
3106
$147K ﹤0.01%
22,490
-153
3107
$144K ﹤0.01%
17,415
-4,000
3108
$142K ﹤0.01%
10,238
-343
3109
$141K ﹤0.01%
18,391
3110
$141K ﹤0.01%
+20,414
3111
$141K ﹤0.01%
16,869
+1,898
3112
$139K ﹤0.01%
15,202
+1,584
3113
$137K ﹤0.01%
49,900
-28
3114
$137K ﹤0.01%
31,521
-5,000
3115
$136K ﹤0.01%
26,544
-2,000
3116
$134K ﹤0.01%
11,189
-43,798
3117
$133K ﹤0.01%
10,347
3118
$132K ﹤0.01%
15,433
-1,661
3119
$131K ﹤0.01%
104,600
-460
3120
$130K ﹤0.01%
21,050
-3,402
3121
$129K ﹤0.01%
14,500
+2,250
3122
$127K ﹤0.01%
11,290
-1,075
3123
$125K ﹤0.01%
17,722
-14,319
3124
$123K ﹤0.01%
22,982
-1,806
3125
$122K ﹤0.01%
52,022
+641
123 124
125
126 127