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
2226
$549K ﹤0.01%
19,509
+2,737
2227
$549K ﹤0.01%
13,420
+4,115
2228
$548K ﹤0.01%
108,769
-9,291
2229
$547K ﹤0.01%
22,371
+2,253
2230
$547K ﹤0.01%
9,356
+1,298
2231
$546K ﹤0.01%
18,473
-518
2232
$543K ﹤0.01%
39,119
+395
2233
$542K ﹤0.01%
21,844
-46,376
2234
$542K ﹤0.01%
8,559
-2,797
2235
$542K ﹤0.01%
27,304
-1,076
2236
$540K ﹤0.01%
18,230
-1,095
2237
$540K ﹤0.01%
3,622
+175
2238
$540K ﹤0.01%
4,369
-1,291
2239
$540K ﹤0.01%
89,187
+5,106
2240
$539K ﹤0.01%
12,192
-2,494
2241
$538K ﹤0.01%
39,875
-12,737
2242
$538K ﹤0.01%
8,206
-1,008
2243
$538K ﹤0.01%
22,591
-1,542
2244
$537K ﹤0.01%
53,442
+24,417
2245
$537K ﹤0.01%
+1,523
2246
$536K ﹤0.01%
26,858
+1,019
2247
$535K ﹤0.01%
23,563
+5,836
2248
$533K ﹤0.01%
19,519
-5,144
2249
$533K ﹤0.01%
19,181
+2,320
2250
$533K ﹤0.01%
10,671
-187
88 89
90
91 92