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
3251
$27K ﹤0.01%
1,066
3252
$27K ﹤0.01%
1,209
-133
3253
$25K ﹤0.01%
23,988
3254
$24K ﹤0.01%
1,075
-129
3255
$23K ﹤0.01%
500
3256
$23K ﹤0.01%
+737
3257
$23K ﹤0.01%
1,225
-12
3258
$22K ﹤0.01%
10,999
3259
$22K ﹤0.01%
12,000
3260
$21K ﹤0.01%
10,075
-252
3261
$21K ﹤0.01%
17,937
+642
3262
$21K ﹤0.01%
19,926
-4,000
3263
$20K ﹤0.01%
+11,870
3264
$19K ﹤0.01%
10,740
+249
3265
$18K ﹤0.01%
+13,674
3266
$18K ﹤0.01%
20,944
+5,004
3267
$18K ﹤0.01%
13,130
+1,196
3268
$18K ﹤0.01%
19,655
-9,995
3269
$17K ﹤0.01%
1,705
3270
$17K ﹤0.01%
+11,290
3271
$16K ﹤0.01%
2,807
3272
$16K ﹤0.01%
13,334
+2,745
3273
$16K ﹤0.01%
10,513
3274
$16K ﹤0.01%
20,864
-985
3275
$15K ﹤0.01%
+12,497
129 130
131
132 133