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
2301
$499K ﹤0.01%
6,897
-294
2302
$498K ﹤0.01%
11,594
-992
2303
$498K ﹤0.01%
4,565
-2,960
2304
$498K ﹤0.01%
5,135
-1,180
2305
$498K ﹤0.01%
4,217
+1,426
2306
$498K ﹤0.01%
25,718
-5,806
2307
$497K ﹤0.01%
14,297
-201
2308
$497K ﹤0.01%
11,625
-352
2309
$496K ﹤0.01%
14,824
-932
2310
$496K ﹤0.01%
21,896
+7,073
2311
$496K ﹤0.01%
52,653
+3,701
2312
$493K ﹤0.01%
6,797
+50
2313
$492K ﹤0.01%
1,143
-70
2314
$491K ﹤0.01%
16,880
+7,321
2315
$489K ﹤0.01%
42,356
+2,400
2316
$489K ﹤0.01%
23,217
-556
2317
$489K ﹤0.01%
19,459
-27,916
2318
$488K ﹤0.01%
25,030
+2,034
2319
$487K ﹤0.01%
11,191
-866
2320
$487K ﹤0.01%
4,895
-347
2321
$486K ﹤0.01%
2,503
+43
2322
$486K ﹤0.01%
7,486
+248
2323
$485K ﹤0.01%
6,944
2324
$485K ﹤0.01%
16,059
+1,107
2325
$484K ﹤0.01%
13,183
+144
91 92
93
94 95