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
3226
$45K ﹤0.01%
26,320
+10,119
3227
$45K ﹤0.01%
1,048
+16
3228
$44K ﹤0.01%
110,648
+5,000
3229
$44K ﹤0.01%
67,113
-16,969
3230
$43K ﹤0.01%
19,376
-250
3231
$41K ﹤0.01%
+14,948
3232
$41K ﹤0.01%
2,154
+648
3233
$41K ﹤0.01%
33,192
-8,329
3234
$40K ﹤0.01%
11,135
-1,034
3235
$39K ﹤0.01%
12,961
3236
$38K ﹤0.01%
123,060
+4,000
3237
$38K ﹤0.01%
11,756
+586
3238
$38K ﹤0.01%
16,711
-100
3239
$37K ﹤0.01%
29,400
+8,200
3240
$37K ﹤0.01%
16,505
-785
3241
$35K ﹤0.01%
11,855
+144
3242
$35K ﹤0.01%
33,355
3243
$34K ﹤0.01%
19,585
-5,058
3244
$33K ﹤0.01%
10,906
+29
3245
$31K ﹤0.01%
+15,582
3246
$31K ﹤0.01%
18,693
+5,258
3247
$30K ﹤0.01%
19,295
-300
3248
$30K ﹤0.01%
25,708
-2,500
3249
$30K ﹤0.01%
+10,021
3250
$28K ﹤0.01%
22,200
128 129
130
131 132