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
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
– –
-18,819
3307
– –
-2,715
3308
– –
-145
3309
– –
-7,643
3310
– –
-3,574
3311
– –
-7,224
3312
– –
-24,805
3313
– –
-15,214
3314
– –
-25,638
3315
– –
-23,766
3316
– –
-24,020
3317
– –
-38,605
3318
– –
-1,039
3319
– –
-1,024
3320
– –
-1,186
3321
– –
-29,054
3322
– –
-2,652
3323
– –
-12,505
3324
– –
-10,055
3325
– –
-830
131 132
133
134 135