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
1651
$1.18M ﹤0.01%
+39,483
1652
$1.18M ﹤0.01%
17,401
+446
1653
$1.17M ﹤0.01%
+57,272
1654
$1.17M ﹤0.01%
29,567
+1,155
1655
$1.17M ﹤0.01%
19,988
+11,396
1656
$1.16M ﹤0.01%
17,115
+79
1657
$1.16M ﹤0.01%
20,557
-158
1658
$1.16M ﹤0.01%
62,116
+11,156
1659
$1.15M ﹤0.01%
23,105
-23,444
1660
$1.15M ﹤0.01%
52,300
+29,416
1661
$1.15M ﹤0.01%
118,114
+13,902
1662
$1.15M ﹤0.01%
111,220
+15,293
1663
$1.15M ﹤0.01%
89,842
-178
1664
$1.14M ﹤0.01%
25,390
+13,558
1665
$1.14M ﹤0.01%
32,224
+2,501
1666
$1.14M ﹤0.01%
3,605
-314
1667
$1.14M ﹤0.01%
555,617
+112,190
1668
$1.14M ﹤0.01%
139,726
+8,182
1669
$1.14M ﹤0.01%
28,332
-1,543
1670
$1.14M ﹤0.01%
39,336
+6,738
1671
$1.14M ﹤0.01%
39,348
-3,524
1672
$1.14M ﹤0.01%
98,781
-3,122
1673
$1.14M ﹤0.01%
+48,043
1674
$1.13M ﹤0.01%
39,666
-6,467
1675
$1.13M ﹤0.01%
10,998
-1,030
65 66
67
68 69