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
3176
$85K ﹤0.01%
90,217
-65,239
3177
$84K ﹤0.01%
1,150
3178
$83K ﹤0.01%
12,961
+2,412
3179
$82K ﹤0.01%
25,518
+3,416
3180
$81K ﹤0.01%
12,553
+1,834
3181
$79K ﹤0.01%
12,989
+400
3182
$78K ﹤0.01%
34,542
+500
3183
$77K ﹤0.01%
+10,340
3184
$77K ﹤0.01%
14,522
+1,021
3185
$77K ﹤0.01%
20,958
-2,300
3186
$76K ﹤0.01%
21,397
+4,095
3187
$76K ﹤0.01%
28,530
-41
3188
$75K ﹤0.01%
44,369
-3,218
3189
$72K ﹤0.01%
24,168
-6,637
3190
$72K ﹤0.01%
30,940
-1,535
3191
$72K ﹤0.01%
10,062
3192
$71K ﹤0.01%
12,971
+406
3193
$70K ﹤0.01%
+49,681
3194
$70K ﹤0.01%
12,500
3195
$69K ﹤0.01%
16,273
-100
3196
$69K ﹤0.01%
+10,687
3197
$68K ﹤0.01%
10,000
-10,000
3198
$68K ﹤0.01%
27,957
+177
3199
$66K ﹤0.01%
+14,802
3200
$66K ﹤0.01%
21,555
-5,232
126 127
128
129 130