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
2376
$455K ﹤0.01%
2,233
+1,148
2377
$455K ﹤0.01%
36,086
-279
2378
$455K ﹤0.01%
11,203
-3,483
2379
$452K ﹤0.01%
21,224
+4
2380
$451K ﹤0.01%
29,501
-1,843
2381
$451K ﹤0.01%
8,084
-291
2382
$449K ﹤0.01%
22,837
-6,140
2383
$449K ﹤0.01%
10,330
-682
2384
$449K ﹤0.01%
49,113
-5,714
2385
$449K ﹤0.01%
13,019
-43,295
2386
$448K ﹤0.01%
15,103
+886
2387
$446K ﹤0.01%
20,743
-4,285
2388
$446K ﹤0.01%
17,781
-873
2389
$446K ﹤0.01%
16,337
+915
2390
$445K ﹤0.01%
7,569
-565
2391
$443K ﹤0.01%
9,743
-50
2392
$442K ﹤0.01%
4,828
+1,981
2393
$442K ﹤0.01%
1,808
+801
2394
$441K ﹤0.01%
13,148
+159
2395
$440K ﹤0.01%
10,469
+469
2396
$439K ﹤0.01%
6,247
-666
2397
$439K ﹤0.01%
29,260
-250
2398
$438K ﹤0.01%
18,618
-640
2399
$438K ﹤0.01%
+28,797
2400
$437K ﹤0.01%
219,683
+327
94 95
96
97 98