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
1926
$806K ﹤0.01%
63,556
+4,101
1927
$804K ﹤0.01%
29,475
+3,130
1928
$802K ﹤0.01%
189,225
-3,950
1929
$802K ﹤0.01%
58,778
+32,857
1930
$802K ﹤0.01%
2,765
-80
1931
$801K ﹤0.01%
24,224
+17,499
1932
$800K ﹤0.01%
23,096
+16,803
1933
$794K ﹤0.01%
38,807
+8,862
1934
$793K ﹤0.01%
29,895
-3,784
1935
$792K ﹤0.01%
8,494
+1,664
1936
$792K ﹤0.01%
22,073
-908
1937
$790K ﹤0.01%
21,591
+1,160
1938
$789K ﹤0.01%
5,549
+257
1939
$786K ﹤0.01%
10,354
+837
1940
$786K ﹤0.01%
11,530
+2,493
1941
$785K ﹤0.01%
13,661
+18
1942
$784K ﹤0.01%
17,085
+5,058
1943
$783K ﹤0.01%
3,379
-390
1944
$783K ﹤0.01%
6,829
-501
1945
$782K ﹤0.01%
47,955
+17,097
1946
$782K ﹤0.01%
15,353
-586
1947
$781K ﹤0.01%
210,600
+25,500
1948
$780K ﹤0.01%
6,902
+2,733
1949
$779K ﹤0.01%
16,613
-4,584
1950
$778K ﹤0.01%
2,857
-9
76 77
78
79 80