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
1751
$1.03M ﹤0.01%
52,007
+31,515
1752
$1.03M ﹤0.01%
9,428
+1,483
1753
$1.03M ﹤0.01%
8,025
+2,636
1754
$1.03M ﹤0.01%
24,472
+153
1755
$1.03M ﹤0.01%
6,861
+3,457
1756
$1.03M ﹤0.01%
44,041
+17,267
1757
$1.02M ﹤0.01%
16,765
+691
1758
$1.02M ﹤0.01%
14,629
+10,896
1759
$1.02M ﹤0.01%
32,583
-13,054
1760
$1.02M ﹤0.01%
20,952
-23,163
1761
$1.02M ﹤0.01%
31,432
-2,930
1762
$1.02M ﹤0.01%
25,867
-19
1763
$1.01M ﹤0.01%
16,368
+4,506
1764
$1.01M ﹤0.01%
36,177
+2,169
1765
$1.01M ﹤0.01%
23,284
+7,836
1766
$1.01M ﹤0.01%
25,876
+4,588
1767
$1.01M ﹤0.01%
49,570
-1,040
1768
$1.01M ﹤0.01%
26,708
-7,585
1769
$1.01M ﹤0.01%
20,500
-580
1770
$1.01M ﹤0.01%
6,604
+221
1771
$1.01M ﹤0.01%
18,098
-380
1772
$1.01M ﹤0.01%
22,133
+6,754
1773
$1M ﹤0.01%
21,357
-19,838
1774
$1M ﹤0.01%
64,028
+5,288
1775
$1M ﹤0.01%
31,434
-15
69 70
71
72 73