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
2151
$598K ﹤0.01%
12,660
-517
2152
$598K ﹤0.01%
17,748
+393
2153
$596K ﹤0.01%
66,040
+8,617
2154
$596K ﹤0.01%
33,385
+299
2155
$595K ﹤0.01%
10,398
+159
2156
$595K ﹤0.01%
8,976
-65
2157
$595K ﹤0.01%
5,490
+30
2158
$593K ﹤0.01%
2,160
-84
2159
$592K ﹤0.01%
5,034
+11
2160
$592K ﹤0.01%
16,147
-449
2161
$591K ﹤0.01%
+4,775
2162
$591K ﹤0.01%
10,013
-6,239
2163
$591K ﹤0.01%
48,104
-1,106
2164
$590K ﹤0.01%
39,916
-3,902
2165
$590K ﹤0.01%
22,798
+5,798
2166
$588K ﹤0.01%
7,572
-553
2167
$588K ﹤0.01%
2,486
-3
2168
$588K ﹤0.01%
6,046
+821
2169
$588K ﹤0.01%
71,939
-30,930
2170
$585K ﹤0.01%
15,731
-2,482
2171
$584K ﹤0.01%
12,681
-603
2172
$584K ﹤0.01%
10,194
-971
2173
$583K ﹤0.01%
12,884
-1,773
2174
$582K ﹤0.01%
19,867
+8,014
2175
$581K ﹤0.01%
6,214
-432
85 86
87
88 89