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
2276
$515K ﹤0.01%
4,845
2277
$515K ﹤0.01%
10,720
-219
2278
$513K ﹤0.01%
40,077
-3,042
2279
$513K ﹤0.01%
4,275
+136
2280
$512K ﹤0.01%
22,783
+2,735
2281
$510K ﹤0.01%
38,028
-1,060
2282
$510K ﹤0.01%
25,611
-2,562
2283
$510K ﹤0.01%
2,702
-216
2284
$509K ﹤0.01%
17,392
+7,482
2285
$509K ﹤0.01%
5,372
-386
2286
$509K ﹤0.01%
10,170
+964
2287
$508K ﹤0.01%
16,198
+1,545
2288
$508K ﹤0.01%
37,061
-747
2289
$508K ﹤0.01%
9,845
-15,217
2290
$506K ﹤0.01%
13,302
-26,659
2291
$503K ﹤0.01%
66,806
-443
2292
$503K ﹤0.01%
939
+187
2293
$503K ﹤0.01%
33,212
+3,714
2294
$502K ﹤0.01%
16,021
-635
2295
$502K ﹤0.01%
42,578
-12,918
2296
$502K ﹤0.01%
3,201
-1,457
2297
$502K ﹤0.01%
54,652
+5,602
2298
$502K ﹤0.01%
50,418
-1,641
2299
$501K ﹤0.01%
8,295
+2,119
2300
$500K ﹤0.01%
88,939
-1,266
90 91
92
93 94