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
1626
$1.22M ﹤0.01%
21,454
-634
1627
$1.22M ﹤0.01%
39,063
+721
1628
$1.21M ﹤0.01%
50,935
+5,080
1629
$1.21M ﹤0.01%
69,451
-4,506
1630
$1.21M ﹤0.01%
19,353
+770
1631
$1.21M ﹤0.01%
35,876
-4,995
1632
$1.21M ﹤0.01%
22,782
-77
1633
$1.21M ﹤0.01%
7,633
-248
1634
$1.21M ﹤0.01%
32,411
-4,924
1635
$1.2M ﹤0.01%
203,260
+20,270
1636
$1.2M ﹤0.01%
15,358
+1,186
1637
$1.2M ﹤0.01%
+18,791
1638
$1.2M ﹤0.01%
181,120
-5,850
1639
$1.2M ﹤0.01%
7,223
-108
1640
$1.2M ﹤0.01%
85,826
-6,387
1641
$1.2M ﹤0.01%
8,632
+1,203
1642
$1.2M ﹤0.01%
29,314
+7,803
1643
$1.19M ﹤0.01%
42,217
+1,816
1644
$1.19M ﹤0.01%
72,753
+2,792
1645
$1.19M ﹤0.01%
24,809
+5,241
1646
$1.19M ﹤0.01%
24,032
-1,270
1647
$1.19M ﹤0.01%
+24,162
1648
$1.19M ﹤0.01%
+33,828
1649
$1.19M ﹤0.01%
75,298
+211
1650
$1.18M ﹤0.01%
47,931
+24,864
64 65
66
67 68