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
$22.4B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,349
New
Increased
Reduced
Closed

Top Buys

1
+$91.3M
2
+$64M
3
+$42.8M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$30.7M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$30.5M

Top Sells

1
+$19.2M
2
+$18.5M
3
+$15.4M
4
DWM icon
WisdomTree International Equity Fund
DWM
+$15M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$14.5M

Sector Composition

1 Technology 10.25%
2 Consumer Discretionary 4.98%
3 Financials 4.67%
4 Healthcare 3.82%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19.3M 0.09%
363,475
+51,428
227
$19.3M 0.09%
849,493
+32,344
228
$19.1M 0.09%
644,852
+61,135
229
$19.1M 0.09%
506,995
-18,585
230
$18.6M 0.08%
586,514
+29,332
231
$18.5M 0.08%
439,425
+22,940
232
$18.4M 0.08%
173,869
+14,820
233
$18.4M 0.08%
213,718
-2,630
234
$18.2M 0.08%
71,177
-303
235
$18M 0.08%
580,082
+80,268
236
$17.9M 0.08%
414,770
+61,290
237
$17.8M 0.08%
112,977
+9,392
238
$17.8M 0.08%
481,050
+414,280
239
$17.7M 0.08%
51,620
-1,886
240
$17.7M 0.08%
109,330
-21
241
$17.5M 0.08%
378,490
+141,617
242
$17.2M 0.08%
347,296
-4,111
243
$17M 0.08%
633,378
-58,200
244
$17M 0.08%
289,706
+12,473
245
$17M 0.08%
40,909
+1,509
246
$16.9M 0.08%
210,632
+3,655
247
$16.9M 0.08%
161,916
+8,391
248
$16.9M 0.08%
282,082
+53,025
249
$16.8M 0.08%
176,926
+10,456
250
$16.8M 0.07%
192,167
+1,311
8 9
10
11 12