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
2076
$653K ﹤0.01%
15,707
-2,173
2077
$653K ﹤0.01%
61,792
+5,798
2078
$652K ﹤0.01%
33,514
+2,592
2079
$652K ﹤0.01%
2,329
-55
2080
$651K ﹤0.01%
10,833
-448
2081
$650K ﹤0.01%
24,050
-267
2082
$649K ﹤0.01%
5,275
-246
2083
$649K ﹤0.01%
+15,065
2084
$649K ﹤0.01%
21,063
+498
2085
$648K ﹤0.01%
19,601
+921
2086
$647K ﹤0.01%
1,378
-49
2087
$646K ﹤0.01%
94,215
+23,898
2088
$646K ﹤0.01%
55,951
+5,246
2089
$646K ﹤0.01%
19,698
-9,347
2090
$645K ﹤0.01%
13,498
+1,255
2091
$645K ﹤0.01%
10,873
+949
2092
$644K ﹤0.01%
32,217
-4,070
2093
$643K ﹤0.01%
36,251
-1,945
2094
$643K ﹤0.01%
+6,026
2095
$641K ﹤0.01%
18,927
-1,052
2096
$641K ﹤0.01%
49,084
-15,268
2097
$641K ﹤0.01%
31,346
-1,050
2098
$641K ﹤0.01%
12,642
+898
2099
$640K ﹤0.01%
11,126
+2,233
2100
$639K ﹤0.01%
24,364
+9,843
82 83
84
85 86