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
3151
$103K ﹤0.01%
30,473
-411
3152
$101K ﹤0.01%
16,546
+4,665
3153
$100K ﹤0.01%
40,399
-2,824
3154
$98K ﹤0.01%
35,598
-1,850
3155
$96K ﹤0.01%
27,685
3156
$95K ﹤0.01%
20,498
+2,313
3157
$94K ﹤0.01%
13,572
+40
3158
$94K ﹤0.01%
+11,600
3159
$93K ﹤0.01%
19,354
+660
3160
$92K ﹤0.01%
83,708
-6,835
3161
$92K ﹤0.01%
+17,710
3162
$91K ﹤0.01%
41,000
3163
$91K ﹤0.01%
18,784
3164
$91K ﹤0.01%
24,829
-4,827
3165
$90K ﹤0.01%
13,104
+95
3166
$89K ﹤0.01%
31,072
+12,362
3167
$88K ﹤0.01%
25,571
-22,769
3168
$87K ﹤0.01%
+96,550
3169
$87K ﹤0.01%
11,074
+64
3170
$87K ﹤0.01%
13,819
-631
3171
$87K ﹤0.01%
11,470
3172
$87K ﹤0.01%
16,994
-68
3173
$86K ﹤0.01%
15,554
3174
$85K ﹤0.01%
12,071
-455
3175
$85K ﹤0.01%
+12,500
125 126
127
128 129