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
2126
$615K ﹤0.01%
36,792
-100
2127
$614K ﹤0.01%
11,470
+829
2128
$613K ﹤0.01%
32,612
-799
2129
$613K ﹤0.01%
17,810
-10,737
2130
$610K ﹤0.01%
47,130
+228
2131
$610K ﹤0.01%
12,289
+1,269
2132
$610K ﹤0.01%
26,840
+309
2133
$609K ﹤0.01%
1,942
-444
2134
$609K ﹤0.01%
14,316
+6,465
2135
$609K ﹤0.01%
10,738
2136
$608K ﹤0.01%
123,247
-25,453
2137
$608K ﹤0.01%
12,775
-775
2138
$607K ﹤0.01%
+11,560
2139
$607K ﹤0.01%
22,160
+2,148
2140
$606K ﹤0.01%
20,831
+2,225
2141
$606K ﹤0.01%
+12,613
2142
$606K ﹤0.01%
73,409
+1,959
2143
$605K ﹤0.01%
65,959
+10,279
2144
$603K ﹤0.01%
11,118
+4,832
2145
$602K ﹤0.01%
73,924
+115
2146
$602K ﹤0.01%
20,392
+443
2147
$601K ﹤0.01%
23,333
-7,399
2148
$601K ﹤0.01%
13,405
-191
2149
$601K ﹤0.01%
4,231
+702
2150
$600K ﹤0.01%
13,288
+780
84 85
86
87 88