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
1801
$966K ﹤0.01%
11,522
+781
1802
$965K ﹤0.01%
21,257
-252
1803
$964K ﹤0.01%
14,211
-3,897
1804
$964K ﹤0.01%
13,495
+178
1805
$962K ﹤0.01%
38,038
+19,084
1806
$962K ﹤0.01%
8,742
+1,790
1807
$961K ﹤0.01%
+23,508
1808
$960K ﹤0.01%
48,540
+376
1809
$958K ﹤0.01%
42,325
+15,837
1810
$957K ﹤0.01%
30,974
+97
1811
$956K ﹤0.01%
23,509
-3,445
1812
$956K ﹤0.01%
21,150
+487
1813
$956K ﹤0.01%
3,823
-426
1814
$948K ﹤0.01%
172,762
+6,821
1815
$948K ﹤0.01%
18,956
+10,828
1816
$945K ﹤0.01%
51,465
-30,504
1817
$944K ﹤0.01%
6,907
+153
1818
$941K ﹤0.01%
32,149
-40,014
1819
$940K ﹤0.01%
102,485
-313
1820
$940K ﹤0.01%
+31,609
1821
$939K ﹤0.01%
19,346
+8,391
1822
$937K ﹤0.01%
33,302
+3,929
1823
$935K ﹤0.01%
2,427
+255
1824
$934K ﹤0.01%
12,341
-320
1825
$930K ﹤0.01%
6,797
-3,932
71 72
73
74 75