Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$77.4M
2
+$66.1M
3
+$60.8M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$28.3M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$27.8M

Top Sells

1
+$99.4M
2
+$64.4M
3
+$59.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$24.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$19.1M

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
3301
$6K ﹤0.01%
14,770
-400
3302
$5K ﹤0.01%
750
3303
$2K ﹤0.01%
17,723
+1,200
3304
$1K ﹤0.01%
10,550
3305
$1K ﹤0.01%
21,704
-2,600
3306
– –
-17,450
3307
– –
-8,813
3308
– –
-4,440
3309
– –
-9,881
3310
– –
-13,557
3311
– –
-10,930
3312
– –
-6,000
3313
– –
-10,061
3314
– –
-37,230
3315
– –
-12,899
3316
– –
-5,166
3317
– –
-11,495
3318
– –
-10,321
3319
– –
-18,819
3320
– –
-2,715
3321
– –
-12
3322
– –
-1,024
3323
– –
-2,652
3324
– –
-12,505
3325
– –
-10,055
131 132
133
134 135