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
1576
$1.33M ﹤0.01%
34,555
+19,725
1577
$1.33M ﹤0.01%
23,410
-245
1578
$1.32M ﹤0.01%
122,634
-6,185
1579
$1.32M ﹤0.01%
100,691
-6,483
1580
$1.32M ﹤0.01%
156,779
+3,662
1581
$1.32M ﹤0.01%
61,739
+3,709
1582
$1.31M ﹤0.01%
28,456
+3,577
1583
$1.31M ﹤0.01%
16,238
+1,986
1584
$1.31M ﹤0.01%
63,063
+15,475
1585
$1.31M ﹤0.01%
425,332
+114,634
1586
$1.3M ﹤0.01%
52,035
+1,042
1587
$1.3M ﹤0.01%
30,569
-122
1588
$1.3M ﹤0.01%
34,319
-1,715
1589
$1.3M ﹤0.01%
9,631
-1,447
1590
$1.29M ﹤0.01%
12,004
+158
1591
$1.29M ﹤0.01%
7,425
+1,489
1592
$1.29M ﹤0.01%
25,090
+3,404
1593
$1.29M ﹤0.01%
51,122
-9,021
1594
$1.29M ﹤0.01%
+51,121
1595
$1.29M ﹤0.01%
15,747
-578
1596
$1.29M ﹤0.01%
9,222
+482
1597
$1.28M ﹤0.01%
41,244
+2,449
1598
$1.28M ﹤0.01%
31,256
+2,050
1599
$1.28M ﹤0.01%
6,075
-576
1600
$1.27M ﹤0.01%
41,751
+485
62 63
64
65 66