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
2501
$309K ﹤0.01%
6,025
+1,536
2502
$309K ﹤0.01%
6,295
+508
2503
$308K ﹤0.01%
1,726
-169
2504
$308K ﹤0.01%
33,927
+838
2505
$308K ﹤0.01%
+7,215
2506
$307K ﹤0.01%
+5,687
2507
$307K ﹤0.01%
10,783
-897
2508
$306K ﹤0.01%
+9,345
2509
$306K ﹤0.01%
13,271
-1,285
2510
$305K ﹤0.01%
2,908
-16
2511
$305K ﹤0.01%
1,133
-80
2512
$304K ﹤0.01%
11,976
2513
$303K ﹤0.01%
9,626
-25,074
2514
$303K ﹤0.01%
+7,346
2515
$303K ﹤0.01%
844
-28
2516
$302K ﹤0.01%
7,811
+1,282
2517
$302K ﹤0.01%
4,719
+343
2518
$302K ﹤0.01%
38,830
-2,986
2519
$302K ﹤0.01%
25,839
-7,000
2520
$301K ﹤0.01%
+30,296
2521
$301K ﹤0.01%
5,202
+292
2522
$300K ﹤0.01%
11,829
-16,317
2523
$300K ﹤0.01%
1,228
-60
2524
$300K ﹤0.01%
16,152
-228
2525
$299K ﹤0.01%
11,756
-626
99 100
101
102 103