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
2451
$413K ﹤0.01%
49,148
+46,500
2452
$411K ﹤0.01%
9,688
+3,385
2453
$411K ﹤0.01%
65,510
+3
2454
$410K ﹤0.01%
18,506
-18,460
2455
$409K ﹤0.01%
16,851
-4,175
2456
$409K ﹤0.01%
31,517
-1,942
2457
$408K ﹤0.01%
8,218
-12
2458
$408K ﹤0.01%
41,672
+1,419
2459
$408K ﹤0.01%
46,040
+2,744
2460
$406K ﹤0.01%
34,208
-2,314
2461
$406K ﹤0.01%
33,083
+8,110
2462
$405K ﹤0.01%
+13,912
2463
$405K ﹤0.01%
4,085
-2,272
2464
$404K ﹤0.01%
10,862
+2
2465
$404K ﹤0.01%
26,468
+11,021
2466
$404K ﹤0.01%
3,299
+1,155
2467
$403K ﹤0.01%
19,050
+2,161
2468
$403K ﹤0.01%
11,763
2469
$403K ﹤0.01%
14,595
-110
2470
$403K ﹤0.01%
10,996
+2,780
2471
$401K ﹤0.01%
5,779
+1,048
2472
$401K ﹤0.01%
18,827
+2,029
2473
$401K ﹤0.01%
7,419
-3,397
2474
$400K ﹤0.01%
21,470
2475
$399K ﹤0.01%
+3,182
97 98
99
100 101