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
1876
$868K ﹤0.01%
7,265
+43
1877
$865K ﹤0.01%
53,256
+6,601
1878
$864K ﹤0.01%
13,555
+508
1879
$864K ﹤0.01%
34,335
-1,316
1880
$864K ﹤0.01%
15,259
+5,469
1881
$863K ﹤0.01%
28,377
+1,584
1882
$862K ﹤0.01%
14,110
+6,639
1883
$859K ﹤0.01%
28,940
-1,458
1884
$857K ﹤0.01%
42,639
-9,788
1885
$853K ﹤0.01%
2,238
-552
1886
$850K ﹤0.01%
17,358
-208
1887
$849K ﹤0.01%
25,667
+4,482
1888
$849K ﹤0.01%
33,378
+1,614
1889
$848K ﹤0.01%
32,129
+2,303
1890
$847K ﹤0.01%
5,803
+2,634
1891
$841K ﹤0.01%
17,118
-1,404
1892
$838K ﹤0.01%
30,161
+1,156
1893
$836K ﹤0.01%
21,010
+2,221
1894
$836K ﹤0.01%
6,269
-79
1895
$835K ﹤0.01%
32,728
+503
1896
$835K ﹤0.01%
68,631
-4,173
1897
$834K ﹤0.01%
14,165
+1,159
1898
$833K ﹤0.01%
26,719
+114
1899
$833K ﹤0.01%
71,223
+9,861
1900
$831K ﹤0.01%
2,974
+312
74 75
76
77 78