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
1676
$1.13M ﹤0.01%
10,330
-608
1677
$1.13M ﹤0.01%
28,828
+9,229
1678
$1.13M ﹤0.01%
29,769
+2,043
1679
$1.13M ﹤0.01%
31,239
-657
1680
$1.13M ﹤0.01%
29,745
-1,310
1681
$1.13M ﹤0.01%
21,831
+2,365
1682
$1.12M ﹤0.01%
6,203
-323
1683
$1.12M ﹤0.01%
10,416
-24,990
1684
$1.12M ﹤0.01%
13,775
-41,052
1685
$1.12M ﹤0.01%
111,034
-2,091
1686
$1.12M ﹤0.01%
15,431
+2,176
1687
$1.11M ﹤0.01%
15,025
-1,120
1688
$1.11M ﹤0.01%
147,019
+51,637
1689
$1.11M ﹤0.01%
10,143
-2,035
1690
$1.11M ﹤0.01%
17,060
+727
1691
$1.11M ﹤0.01%
14,451
+49
1692
$1.11M ﹤0.01%
22,261
-2,730
1693
$1.11M ﹤0.01%
29,904
-2,318
1694
$1.11M ﹤0.01%
11,133
+380
1695
$1.11M ﹤0.01%
26,406
+1,013
1696
$1.11M ﹤0.01%
927
+25
1697
$1.11M ﹤0.01%
16,641
+3,019
1698
$1.1M ﹤0.01%
27,789
+5,103
1699
$1.1M ﹤0.01%
59,486
-5,936
1700
$1.1M ﹤0.01%
31,034
+361
66 67
68
69 70