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
2176
$579K ﹤0.01%
4,484
+428
2177
$579K ﹤0.01%
22,372
+6,973
2178
$579K ﹤0.01%
6,219
-630
2179
$578K ﹤0.01%
13,236
+1,287
2180
$578K ﹤0.01%
11,645
-759
2181
$577K ﹤0.01%
47,714
-2,452
2182
$577K ﹤0.01%
76,968
+6,858
2183
$576K ﹤0.01%
118,668
-2,376
2184
$575K ﹤0.01%
1,194
-288
2185
$573K ﹤0.01%
20,223
-39
2186
$573K ﹤0.01%
45,012
-11,394
2187
$572K ﹤0.01%
4,955
+2,068
2188
$571K ﹤0.01%
10,218
+1,282
2189
$570K ﹤0.01%
40,371
-1,350
2190
$570K ﹤0.01%
20,524
-2,190
2191
$570K ﹤0.01%
17,092
+1,012
2192
$570K ﹤0.01%
6,513
-166
2193
$570K ﹤0.01%
8,018
-63
2194
$568K ﹤0.01%
14,791
-4,113
2195
$567K ﹤0.01%
8,045
-2,647
2196
$567K ﹤0.01%
5,619
-246
2197
$567K ﹤0.01%
4,991
-8
2198
$566K ﹤0.01%
37,625
-2,520
2199
$565K ﹤0.01%
5,942
+334
2200
$565K ﹤0.01%
13,997
+87
86 87
88
89 90