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
Energy Select Sector SPDR Fund
XLE
+$27.7M

Top Sells

1
+$106M
2
+$67M
3
+$60M
4
XLK icon
Technology Select Sector SPDR Fund
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
3276
$14K ﹤0.01%
1,030
-27
3277
$14K ﹤0.01%
700
-33
3278
$14K ﹤0.01%
16,000
+1,000
3279
$14K ﹤0.01%
853
3280
$14K ﹤0.01%
10,200
-1,000
3281
$13K ﹤0.01%
20,000
3282
$12K ﹤0.01%
864
-93
3283
$12K ﹤0.01%
1,302
+1
3284
$12K ﹤0.01%
10,000
3285
$11K ﹤0.01%
+12,292
3286
$11K ﹤0.01%
1,326
+500
3287
$11K ﹤0.01%
10,448
-100
3288
$11K ﹤0.01%
1,833
3289
$10K ﹤0.01%
1,581
3290
$9K ﹤0.01%
180
-234
3291
$9K ﹤0.01%
11,225
-3,332
3292
$9K ﹤0.01%
25,490
+200
3293
$9K ﹤0.01%
14,582
+9,542
3294
$8K ﹤0.01%
14,008
-100
3295
$8K ﹤0.01%
+10,400
3296
$8K ﹤0.01%
+11,000
3297
$8K ﹤0.01%
1,037
3298
$7K ﹤0.01%
+10,000
3299
$7K ﹤0.01%
45,280
+1,000
3300
$6K ﹤0.01%
203
-2
130 131
132
133 134