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
2351
$468K ﹤0.01%
17,981
+1,843
2352
$467K ﹤0.01%
17,754
+272
2353
$467K ﹤0.01%
12,603
-56
2354
$466K ﹤0.01%
25,527
-10,473
2355
$466K ﹤0.01%
27,450
+711
2356
$464K ﹤0.01%
+18,567
2357
$464K ﹤0.01%
8,607
+183
2358
$464K ﹤0.01%
+14,005
2359
$463K ﹤0.01%
14,222
-135,614
2360
$463K ﹤0.01%
6,257
+1,231
2361
$462K ﹤0.01%
10,695
+394
2362
$462K ﹤0.01%
11,740
-50
2363
$462K ﹤0.01%
93,823
-8,293
2364
$462K ﹤0.01%
7,607
+274
2365
$461K ﹤0.01%
36,165
+8,901
2366
$461K ﹤0.01%
179,267
+890
2367
$461K ﹤0.01%
17,829
-4,108
2368
$461K ﹤0.01%
23,666
+12,958
2369
$460K ﹤0.01%
13,605
+82
2370
$460K ﹤0.01%
19,806
-763
2371
$459K ﹤0.01%
2,489
-105
2372
$457K ﹤0.01%
3,008
-74
2373
$457K ﹤0.01%
920
-81
2374
$456K ﹤0.01%
+20,578
2375
$455K ﹤0.01%
3,813
-127
93 94
95
96 97