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
1851
$892K ﹤0.01%
31,087
-121,674
1852
$891K ﹤0.01%
8,376
-945
1853
$889K ﹤0.01%
26,291
-91
1854
$889K ﹤0.01%
1,508
-3,840
1855
$888K ﹤0.01%
46,755
+6,543
1856
$888K ﹤0.01%
17,144
+1,901
1857
$887K ﹤0.01%
20,159
-6,210
1858
$886K ﹤0.01%
5,490
+1,272
1859
$883K ﹤0.01%
21,317
-3,797
1860
$882K ﹤0.01%
6,850
-29,301
1861
$882K ﹤0.01%
29,752
+1,324
1862
$882K ﹤0.01%
32,836
-625
1863
$880K ﹤0.01%
12,504
-333
1864
$878K ﹤0.01%
12,723
+1,661
1865
$878K ﹤0.01%
65,460
-16,408
1866
$877K ﹤0.01%
16,171
+36
1867
$876K ﹤0.01%
23,673
+16,154
1868
$876K ﹤0.01%
31,710
-9,893
1869
$874K ﹤0.01%
28,127
-8
1870
$874K ﹤0.01%
44,055
-663
1871
$871K ﹤0.01%
32,309
+14,385
1872
$871K ﹤0.01%
46,302
-3,429
1873
$871K ﹤0.01%
30,665
-2,526
1874
$870K ﹤0.01%
34,095
+68
1875
$869K ﹤0.01%
21,205
-63
73 74
75
76 77