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
2051
$679K ﹤0.01%
20,460
-6,251
2052
$678K ﹤0.01%
50,099
+25,361
2053
$678K ﹤0.01%
347,792
+34,584
2054
$677K ﹤0.01%
13,089
+10
2055
$675K ﹤0.01%
2,049
-5,900
2056
$672K ﹤0.01%
14,038
+772
2057
$672K ﹤0.01%
8,060
+52
2058
$669K ﹤0.01%
9,398
-90
2059
$667K ﹤0.01%
78,784
-1,163
2060
$667K ﹤0.01%
19,669
-2,989
2061
$666K ﹤0.01%
30,081
-833
2062
$666K ﹤0.01%
49,338
-11,263
2063
$666K ﹤0.01%
21,096
-5,255
2064
$665K ﹤0.01%
33,139
-8,988
2065
$664K ﹤0.01%
+41,643
2066
$664K ﹤0.01%
12,446
-3,419
2067
$663K ﹤0.01%
30,351
+1,877
2068
$663K ﹤0.01%
14,509
-152
2069
$660K ﹤0.01%
29,691
+382
2070
$659K ﹤0.01%
28,296
-980
2071
$659K ﹤0.01%
13,133
+1,239
2072
$658K ﹤0.01%
6,117
-258
2073
$658K ﹤0.01%
10,119
-113,973
2074
$657K ﹤0.01%
8,004
+1,654
2075
$654K ﹤0.01%
+58,401
81 82
83
84 85