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
3201
$63K ﹤0.01%
12,252
3202
$62K ﹤0.01%
23,212
+3,483
3203
$60K ﹤0.01%
24,379
+2,564
3204
$58K ﹤0.01%
32,810
+15,700
3205
$58K ﹤0.01%
14,243
-500
3206
$57K ﹤0.01%
14,852
-669
3207
$56K ﹤0.01%
20,000
-2,500
3208
$55K ﹤0.01%
11,317
+617
3209
$55K ﹤0.01%
20,781
+250
3210
$55K ﹤0.01%
19,370
+25
3211
$54K ﹤0.01%
43,202
-4,324
3212
$54K ﹤0.01%
15,483
+2,034
3213
$53K ﹤0.01%
+11,027
3214
$52K ﹤0.01%
14,867
+4,000
3215
$51K ﹤0.01%
33,777
+2,277
3216
$50K ﹤0.01%
14,167
+1,365
3217
$49K ﹤0.01%
2,378
3218
$49K ﹤0.01%
19,915
3219
$48K ﹤0.01%
2,570
-29
3220
$47K ﹤0.01%
22,280
3221
$46K ﹤0.01%
41,873
3222
$46K ﹤0.01%
19,090
+928
3223
$46K ﹤0.01%
18,611
-300
3224
$46K ﹤0.01%
+14,905
3225
$45K ﹤0.01%
13,959
-6,288
127 128
129
130 131