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
2476
$318K ﹤0.01%
5,204
+484
2477
$318K ﹤0.01%
+9,769
2478
$318K ﹤0.01%
6,409
-194
2479
$318K ﹤0.01%
35,162
-3,037
2480
$317K ﹤0.01%
2,305
+73
2481
$317K ﹤0.01%
153,027
-11,471
2482
$317K ﹤0.01%
2,197
-96
2483
$316K ﹤0.01%
8,547
-477
2484
$316K ﹤0.01%
+2,677
2485
$316K ﹤0.01%
22,953
-185
2486
$314K ﹤0.01%
3,861
-8,772
2487
$314K ﹤0.01%
5,068
+400
2488
$314K ﹤0.01%
6,075
+929
2489
$313K ﹤0.01%
+9,007
2490
$313K ﹤0.01%
8,563
+657
2491
$313K ﹤0.01%
4,251
-302
2492
$312K ﹤0.01%
11,240
-2,843
2493
$311K ﹤0.01%
2,896
-193
2494
$311K ﹤0.01%
8,442
-4,658
2495
$311K ﹤0.01%
+79
2496
$311K ﹤0.01%
24,039
+10,304
2497
$310K ﹤0.01%
+4,154
2498
$309K ﹤0.01%
3,995
+14
2499
$309K ﹤0.01%
+1,345
2500
$309K ﹤0.01%
81,390
-66,046
98 99
100
101 102