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
1901
$829K ﹤0.01%
4,552
+225
1902
$828K ﹤0.01%
71,989
+16,752
1903
$828K ﹤0.01%
80,656
-4,379
1904
$827K ﹤0.01%
4,673
-1,912
1905
$826K ﹤0.01%
31,491
+717
1906
$825K ﹤0.01%
3,019
+231
1907
$825K ﹤0.01%
31,112
+1,182
1908
$824K ﹤0.01%
5,944
+2,162
1909
$824K ﹤0.01%
2,587
+907
1910
$823K ﹤0.01%
4,934
-714
1911
$823K ﹤0.01%
28,996
+6,104
1912
$823K ﹤0.01%
10,451
-291
1913
$822K ﹤0.01%
6,068
+235
1914
$820K ﹤0.01%
7,540
+635
1915
$819K ﹤0.01%
295,750
+35,050
1916
$817K ﹤0.01%
17,945
-2,453
1917
$817K ﹤0.01%
14,311
-42,476
1918
$816K ﹤0.01%
72,826
-2,158
1919
$815K ﹤0.01%
13,764
-3,245
1920
$813K ﹤0.01%
4,031
-235
1921
$812K ﹤0.01%
20,448
+5,688
1922
$811K ﹤0.01%
4,718
+1,597
1923
$811K ﹤0.01%
19,664
+2,327
1924
$808K ﹤0.01%
23,999
+20
1925
$807K ﹤0.01%
52,919
-11,760
75 76
77
78 79