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
3126
$122K ﹤0.01%
19,220
-60
3127
$122K ﹤0.01%
10,543
+364
3128
$122K ﹤0.01%
10,947
-432
3129
$122K ﹤0.01%
11,010
-1,129
3130
$122K ﹤0.01%
41,841
-22,514
3131
$121K ﹤0.01%
16,350
3132
$121K ﹤0.01%
76,800
-1,384
3133
$119K ﹤0.01%
1,862
-27
3134
$119K ﹤0.01%
+12,640
3135
$119K ﹤0.01%
16,242
-1,978
3136
$119K ﹤0.01%
29,363
-14,555
3137
$117K ﹤0.01%
43,568
+8,469
3138
$117K ﹤0.01%
10,816
3139
$114K ﹤0.01%
16,737
+156
3140
$113K ﹤0.01%
13,500
-500
3141
$112K ﹤0.01%
+11,194
3142
$112K ﹤0.01%
15,142
+629
3143
$111K ﹤0.01%
10,670
-126
3144
$109K ﹤0.01%
14,811
-47
3145
$108K ﹤0.01%
27,172
+6,612
3146
$107K ﹤0.01%
12,304
+1,899
3147
$106K ﹤0.01%
19,366
-10,732
3148
$105K ﹤0.01%
17,176
+42
3149
$105K ﹤0.01%
19,326
-1,064
3150
$103K ﹤0.01%
14,696
124 125
126
127 128