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
2401
$436K ﹤0.01%
4,331
+119
2402
$436K ﹤0.01%
4,361
-3,259
2403
$435K ﹤0.01%
17,146
+8,362
2404
$435K ﹤0.01%
28,340
-1,757
2405
$435K ﹤0.01%
8,753
+103
2406
$434K ﹤0.01%
2,328
+2
2407
$434K ﹤0.01%
8,987
+326
2408
$434K ﹤0.01%
6,769
+270
2409
$434K ﹤0.01%
5,364
+284
2410
$433K ﹤0.01%
10,976
-787
2411
$433K ﹤0.01%
+5,701
2412
$433K ﹤0.01%
22,959
+512
2413
$432K ﹤0.01%
1,629
+36
2414
$432K ﹤0.01%
6,279
-67
2415
$431K ﹤0.01%
109,000
-1,764
2416
$431K ﹤0.01%
7,670
-51,782
2417
$430K ﹤0.01%
15,680
+2,741
2418
$430K ﹤0.01%
14,411
-5,353
2419
$430K ﹤0.01%
16,672
+8,791
2420
$429K ﹤0.01%
7,533
+236
2421
$429K ﹤0.01%
5,688
-5,140
2422
$429K ﹤0.01%
+6,895
2423
$429K ﹤0.01%
9,736
+56
2424
$429K ﹤0.01%
27,862
+2,560
2425
$429K ﹤0.01%
26,657
-4,245
95 96
97
98 99