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
2426
$427K ﹤0.01%
21,105
-2,034
2427
$427K ﹤0.01%
28,532
-43,543
2428
$426K ﹤0.01%
5,683
-965
2429
$425K ﹤0.01%
6,930
-337
2430
$424K ﹤0.01%
9,888
-11,323
2431
$422K ﹤0.01%
4,444
+18
2432
$422K ﹤0.01%
9,102
-1,622
2433
$422K ﹤0.01%
3,070
-3
2434
$422K ﹤0.01%
17,319
+5,400
2435
$421K ﹤0.01%
12,553
+993
2436
$420K ﹤0.01%
9,600
-839
2437
$419K ﹤0.01%
3,549
-285
2438
$419K ﹤0.01%
13,504
+5,308
2439
$418K ﹤0.01%
18,608
-331
2440
$418K ﹤0.01%
80,306
+9,365
2441
$418K ﹤0.01%
3,147
-1,273
2442
$418K ﹤0.01%
3,417
+450
2443
$417K ﹤0.01%
7,545
-19,299
2444
$416K ﹤0.01%
6,989
-179
2445
$415K ﹤0.01%
21,973
+3,526
2446
$415K ﹤0.01%
4,711
+41
2447
$414K ﹤0.01%
13,492
+4,188
2448
$414K ﹤0.01%
9,398
+368
2449
$414K ﹤0.01%
+13,751
2450
$413K ﹤0.01%
20,801
+4,203
96 97
98
99 100