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
2251
$533K ﹤0.01%
2,214
2252
$531K ﹤0.01%
15,609
+3,418
2253
$531K ﹤0.01%
74,087
+1,774
2254
$530K ﹤0.01%
14,862
+5,215
2255
$530K ﹤0.01%
21,918
-1,248
2256
$529K ﹤0.01%
9,735
+482
2257
$528K ﹤0.01%
5,295
-599
2258
$527K ﹤0.01%
9,747
+577
2259
$525K ﹤0.01%
54,311
+4,365
2260
$525K ﹤0.01%
+23,695
2261
$524K ﹤0.01%
44,823
-175
2262
$524K ﹤0.01%
21,254
-867
2263
$524K ﹤0.01%
49,542
-3,169
2264
$523K ﹤0.01%
12,988
-300
2265
$522K ﹤0.01%
21,186
-4,539
2266
$522K ﹤0.01%
19,775
+89
2267
$522K ﹤0.01%
29,000
+15,300
2268
$521K ﹤0.01%
55,910
+38,265
2269
$520K ﹤0.01%
18,327
-865
2270
$519K ﹤0.01%
1,432
-66
2271
$518K ﹤0.01%
77,886
-38,285
2272
$517K ﹤0.01%
24,682
+11,279
2273
$517K ﹤0.01%
13,939
-1,839
2274
$516K ﹤0.01%
27,952
-4,345
2275
$516K ﹤0.01%
23,293
-1,619
89 90
91
92 93