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
1601
$1.27M ﹤0.01%
21,316
+1,590
1602
$1.26M ﹤0.01%
15,062
-147
1603
$1.26M ﹤0.01%
99,282
+6,159
1604
$1.26M ﹤0.01%
58,828
+2,753
1605
$1.26M ﹤0.01%
116,349
-4,849
1606
$1.26M ﹤0.01%
16,446
-10,829
1607
$1.26M ﹤0.01%
4,101
-176
1608
$1.26M ﹤0.01%
198,414
+40,203
1609
$1.25M ﹤0.01%
48,869
+38,731
1610
$1.25M ﹤0.01%
57,598
-915
1611
$1.25M ﹤0.01%
5,765
+1,545
1612
$1.25M ﹤0.01%
153,266
-9,002
1613
$1.25M ﹤0.01%
+40,370
1614
$1.25M ﹤0.01%
33,804
-2,010
1615
$1.25M ﹤0.01%
37,577
-2,826
1616
$1.25M ﹤0.01%
14,906
+142
1617
$1.24M ﹤0.01%
106,848
-8,023
1618
$1.24M ﹤0.01%
16,940
+12,130
1619
$1.24M ﹤0.01%
62,377
+6,954
1620
$1.24M ﹤0.01%
16,208
+2,626
1621
$1.24M ﹤0.01%
35,793
-8,106
1622
$1.22M ﹤0.01%
38,955
+19,397
1623
$1.22M ﹤0.01%
29,490
+795
1624
$1.22M ﹤0.01%
37,269
+14,580
1625
$1.22M ﹤0.01%
9,083
+110
63 64
65
66 67