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
3351
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3352
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3353
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-19,645
3354
$0 ﹤0.01%
10,700
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3355
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-18,916
3356
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-4,755
3357
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3358
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-4,798
3359
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3360
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-13,787
3361
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3362
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3363
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-10,000
3364
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3365
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3366
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3367
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3368
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3369
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3370
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3371
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3372
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3373
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3374
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3375
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-6,604
133 134
135
136 137