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
1701
$1.1M ﹤0.01%
11,770
-2,129
1702
$1.1M ﹤0.01%
26,664
+777
1703
$1.1M ﹤0.01%
10,125
-837
1704
$1.1M ﹤0.01%
68,815
-11,487
1705
$1.1M ﹤0.01%
28,507
-73,418
1706
$1.1M ﹤0.01%
98,290
+18,831
1707
$1.1M ﹤0.01%
24,297
+12,568
1708
$1.1M ﹤0.01%
20,907
-3,787
1709
$1.09M ﹤0.01%
19,228
-536
1710
$1.09M ﹤0.01%
20,504
-410
1711
$1.09M ﹤0.01%
12,430
+397
1712
$1.09M ﹤0.01%
15,324
+747
1713
$1.09M ﹤0.01%
20,250
-629
1714
$1.09M ﹤0.01%
183,600
+2,083
1715
$1.09M ﹤0.01%
17,779
+430
1716
$1.08M ﹤0.01%
32,921
-1,648
1717
$1.08M ﹤0.01%
35,632
+21,980
1718
$1.08M ﹤0.01%
21,878
-1,229
1719
$1.08M ﹤0.01%
75,273
-7,149
1720
$1.08M ﹤0.01%
60,349
+24,171
1721
$1.07M ﹤0.01%
33,276
-32,177
1722
$1.07M ﹤0.01%
11,274
-779
1723
$1.07M ﹤0.01%
45,521
-19,223
1724
$1.07M ﹤0.01%
26,203
+2,880
1725
$1.07M ﹤0.01%
37,901
-135,837
67 68
69
70 71