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
1826
$930K ﹤0.01%
27,252
+10,384
1827
$925K ﹤0.01%
41,721
-2,282
1828
$925K ﹤0.01%
79,721
+8,442
1829
$925K ﹤0.01%
20,630
+2,266
1830
$924K ﹤0.01%
10,681
-2,184
1831
$920K ﹤0.01%
8,916
+3,786
1832
$919K ﹤0.01%
26,027
-2,970
1833
$919K ﹤0.01%
46,728
-14
1834
$918K ﹤0.01%
27,192
-700
1835
$918K ﹤0.01%
10,879
-783
1836
$915K ﹤0.01%
29,678
-8,477
1837
$912K ﹤0.01%
32,690
-5,399
1838
$910K ﹤0.01%
11,469
+447
1839
$905K ﹤0.01%
19,083
-910
1840
$903K ﹤0.01%
3,742
-245
1841
$903K ﹤0.01%
38,271
-2,199
1842
$902K ﹤0.01%
30,577
-44,578
1843
$898K ﹤0.01%
28,007
+1,535
1844
$898K ﹤0.01%
13,810
-711
1845
$897K ﹤0.01%
3,968
+238
1846
$895K ﹤0.01%
16,140
-1,105
1847
$894K ﹤0.01%
3,297
+130
1848
$894K ﹤0.01%
148,806
-4,787
1849
$892K ﹤0.01%
3,696
+128
1850
$892K ﹤0.01%
7,689
-1,556
72 73
74
75 76