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
2101
$638K ﹤0.01%
13,482
+1,092
2102
$636K ﹤0.01%
28,398
-1,399
2103
$636K ﹤0.01%
3,578
+755
2104
$635K ﹤0.01%
14,685
-932
2105
$632K ﹤0.01%
11,668
+905
2106
$631K ﹤0.01%
17,427
-64
2107
$629K ﹤0.01%
50,989
-8,822
2108
$628K ﹤0.01%
17,589
+78
2109
$627K ﹤0.01%
11,373
-633
2110
$627K ﹤0.01%
9,261
-426
2111
$626K ﹤0.01%
8,929
-1,431
2112
$626K ﹤0.01%
50,768
+1,016
2113
$625K ﹤0.01%
42,409
-1,863
2114
$624K ﹤0.01%
21,315
-253
2115
$624K ﹤0.01%
22,975
-1,675
2116
$623K ﹤0.01%
17,365
-923
2117
$623K ﹤0.01%
28,269
+4,100
2118
$623K ﹤0.01%
35,694
-1,562
2119
$622K ﹤0.01%
25,000
-167
2120
$618K ﹤0.01%
30,290
2121
$617K ﹤0.01%
30,435
+135
2122
$617K ﹤0.01%
27,587
-937
2123
$617K ﹤0.01%
12,813
+913
2124
$616K ﹤0.01%
29,024
-935
2125
$615K ﹤0.01%
43,867
+2,808
83 84
85
86 87