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
1001
$3.17M 0.01%
107,690
+7,207
1002
$3.16M 0.01%
11,472
-5,418
1003
$3.16M 0.01%
52,595
-891
1004
$3.15M 0.01%
31,430
+1,042
1005
$3.13M 0.01%
107,571
+52,310
1006
$3.11M 0.01%
124,072
+4,448
1007
$3.11M 0.01%
47,515
-1,996
1008
$3.1M 0.01%
40,810
+886
1009
$3.1M 0.01%
128,246
-1,805
1010
$3.1M 0.01%
107,648
+34,815
1011
$3.1M 0.01%
559,614
+212,180
1012
$3.09M 0.01%
24,698
+1,672
1013
$3.09M 0.01%
74,405
-1,783
1014
$3.07M 0.01%
66,864
-17,697
1015
$3.07M 0.01%
174,725
+10,765
1016
$3.07M 0.01%
44,995
+1,008
1017
$3.06M 0.01%
11,363
-7,761
1018
$3.06M 0.01%
229,530
-45,797
1019
$3.05M 0.01%
17,402
-12,726
1020
$3.05M 0.01%
31,683
-365
1021
$3.04M 0.01%
70,562
-2,852
1022
$3.04M 0.01%
83,379
-96
1023
$3.04M 0.01%
108,870
+2,830
1024
$3.04M 0.01%
23,435
-3,863
1025
$3.04M 0.01%
74,812
+3,805
39 40
41
42 43