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
1951
$776K ﹤0.01%
126,510
-4,955
1952
$775K ﹤0.01%
6,802
+525
1953
$775K ﹤0.01%
6,257
+41
1954
$774K ﹤0.01%
26,292
-12,879
1955
$774K ﹤0.01%
15,887
+101
1956
$774K ﹤0.01%
77,455
+44,716
1957
$773K ﹤0.01%
92,896
-45,702
1958
$772K ﹤0.01%
28,086
+1,712
1959
$771K ﹤0.01%
12,704
-1,367
1960
$770K ﹤0.01%
38,969
+350
1961
$769K ﹤0.01%
5,994
+1,245
1962
$769K ﹤0.01%
13,990
+87
1963
$768K ﹤0.01%
48,450
-900
1964
$766K ﹤0.01%
37,655
-2,574
1965
$766K ﹤0.01%
1,876
-653
1966
$766K ﹤0.01%
17,926
+6,542
1967
$763K ﹤0.01%
12,477
+14
1968
$762K ﹤0.01%
26,548
-3,742
1969
$761K ﹤0.01%
36,554
+1,499
1970
$761K ﹤0.01%
12,204
-14
1971
$760K ﹤0.01%
29,115
-4,045
1972
$760K ﹤0.01%
24,823
-463
1973
$760K ﹤0.01%
7,989
-2,686
1974
$759K ﹤0.01%
21,198
+321
1975
$757K ﹤0.01%
33,988
-4,000
77 78
79
80 81