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
2526
$299K ﹤0.01%
7,036
-1,050
2527
$299K ﹤0.01%
4,391
-1,524
2528
$298K ﹤0.01%
43,365
+5,546
2529
$298K ﹤0.01%
1,424
-232
2530
$298K ﹤0.01%
+8,341
2531
$297K ﹤0.01%
6,999
+90
2532
$297K ﹤0.01%
10,924
+1,019
2533
$296K ﹤0.01%
3,348
+284
2534
$296K ﹤0.01%
5,326
-1,078
2535
$296K ﹤0.01%
63,696
-20,648
2536
$295K ﹤0.01%
+9,592
2537
$294K ﹤0.01%
3,265
-865
2538
$293K ﹤0.01%
7,917
+170
2539
$293K ﹤0.01%
21,785
2540
$293K ﹤0.01%
31,152
2541
$292K ﹤0.01%
6,478
-153
2542
$292K ﹤0.01%
+4,095
2543
$292K ﹤0.01%
2,291
+9
2544
$292K ﹤0.01%
6,099
+46
2545
$291K ﹤0.01%
+6,800
2546
$291K ﹤0.01%
9,131
2547
$291K ﹤0.01%
5,743
-4,201
2548
$291K ﹤0.01%
3,394
-61
2549
$291K ﹤0.01%
5,915
+133
2550
$290K ﹤0.01%
5,365
-186
100 101
102
103 104