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
1776
$1M ﹤0.01%
6,331
+120
1777
$1M ﹤0.01%
65,088
+6,565
1778
$1M ﹤0.01%
21,381
-4,692
1779
$999K ﹤0.01%
12,653
-1,060
1780
$999K ﹤0.01%
81,322
+205
1781
$997K ﹤0.01%
20,386
+766
1782
$996K ﹤0.01%
38,156
+14,791
1783
$995K ﹤0.01%
28,526
-4,330
1784
$994K ﹤0.01%
45,591
-11,076
1785
$992K ﹤0.01%
29,651
-3,063
1786
$992K ﹤0.01%
16,251
-430
1787
$988K ﹤0.01%
24,695
1788
$983K ﹤0.01%
42,033
-3,334
1789
$979K ﹤0.01%
35,458
-2,927
1790
$976K ﹤0.01%
175,927
+8,824
1791
$974K ﹤0.01%
74,631
+15,985
1792
$973K ﹤0.01%
49,471
-2,687
1793
$972K ﹤0.01%
43,174
-10,172
1794
$970K ﹤0.01%
19,034
+5,878
1795
$970K ﹤0.01%
34,238
+6,056
1796
$970K ﹤0.01%
+27,657
1797
$969K ﹤0.01%
22,064
+921
1798
$967K ﹤0.01%
32,128
+13,779
1799
$967K ﹤0.01%
14,782
-496
1800
$967K ﹤0.01%
255,740
+185,186
70 71
72
73 74