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
1976
$757K ﹤0.01%
9,915
-2,152
1977
$756K ﹤0.01%
32,931
-1,940
1978
$756K ﹤0.01%
27,148
-4,902
1979
$754K ﹤0.01%
70,383
+5,823
1980
$753K ﹤0.01%
15,971
-3,237
1981
$752K ﹤0.01%
29,892
-982
1982
$751K ﹤0.01%
23,023
-5,143
1983
$751K ﹤0.01%
25,742
-922
1984
$751K ﹤0.01%
53,586
1985
$750K ﹤0.01%
35,899
-17,923
1986
$749K ﹤0.01%
70,552
+2,290
1987
$747K ﹤0.01%
15,827
+1,152
1988
$745K ﹤0.01%
129,118
-8,410
1989
$745K ﹤0.01%
+13,019
1990
$742K ﹤0.01%
53,992
+26,849
1991
$742K ﹤0.01%
9,198
-4,986
1992
$741K ﹤0.01%
10,013
-546
1993
$740K ﹤0.01%
19,610
+1,247
1994
$738K ﹤0.01%
36,117
+2,129
1995
$737K ﹤0.01%
+28,026
1996
$737K ﹤0.01%
33,770
+819
1997
$737K ﹤0.01%
+23,850
1998
$735K ﹤0.01%
26,920
-1,393
1999
$733K ﹤0.01%
8,674
-211,547
2000
$732K ﹤0.01%
21,993
+1
78 79
80
81 82