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
2326
$483K ﹤0.01%
+11,623
2327
$482K ﹤0.01%
14,133
-300
2328
$482K ﹤0.01%
17,177
+597
2329
$482K ﹤0.01%
18,146
+1,232
2330
$481K ﹤0.01%
7,571
-11
2331
$480K ﹤0.01%
14,417
+168
2332
$480K ﹤0.01%
15,212
+4,829
2333
$480K ﹤0.01%
12,582
+131
2334
$479K ﹤0.01%
10,048
+736
2335
$479K ﹤0.01%
17,162
+1
2336
$478K ﹤0.01%
22,535
+1,523
2337
$478K ﹤0.01%
26,581
-5,019
2338
$476K ﹤0.01%
4,510
-707
2339
$475K ﹤0.01%
+11,870
2340
$475K ﹤0.01%
114,236
+10,708
2341
$474K ﹤0.01%
4,312
+117
2342
$473K ﹤0.01%
85,138
+16,841
2343
$473K ﹤0.01%
8,989
+134
2344
$473K ﹤0.01%
21,440
+8,586
2345
$473K ﹤0.01%
10,415
+1,442
2346
$473K ﹤0.01%
50,246
-950
2347
$471K ﹤0.01%
44,898
+1,008
2348
$469K ﹤0.01%
23,217
+12,798
2349
$469K ﹤0.01%
61,752
+4
2350
$469K ﹤0.01%
2,229
-552
92 93
94
95 96