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
2201
$565K ﹤0.01%
30,029
-8,250
2202
$563K ﹤0.01%
13,705
+995
2203
$563K ﹤0.01%
39,933
+567
2204
$563K ﹤0.01%
49,756
-2,365
2205
$562K ﹤0.01%
4,934
-221
2206
$561K ﹤0.01%
3,155
+482
2207
$560K ﹤0.01%
20,561
-19,950
2208
$558K ﹤0.01%
174,858
+13,685
2209
$557K ﹤0.01%
63,534
+12,670
2210
$556K ﹤0.01%
18,731
-194
2211
$556K ﹤0.01%
82,604
+1,485
2212
$555K ﹤0.01%
6,298
-917
2213
$555K ﹤0.01%
6,471
-24
2214
$555K ﹤0.01%
2,905
-18,008
2215
$554K ﹤0.01%
13,239
-574
2216
$554K ﹤0.01%
45,359
-3,318
2217
$553K ﹤0.01%
5,297
-10,460
2218
$553K ﹤0.01%
45,466
-5,979
2219
$552K ﹤0.01%
11,830
-3,795
2220
$552K ﹤0.01%
3,585
-408
2221
$551K ﹤0.01%
27,690
+696
2222
$550K ﹤0.01%
20,370
-2,832
2223
$550K ﹤0.01%
8,257
-264
2224
$550K ﹤0.01%
14,830
+6
2225
$549K ﹤0.01%
33,296
+7,366
87 88
89
90 91