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
2551
$290K ﹤0.01%
+2,423
2552
$290K ﹤0.01%
18,069
-2,883
2553
$290K ﹤0.01%
12,681
+1,909
2554
$289K ﹤0.01%
8,069
+279
2555
$289K ﹤0.01%
+7,676
2556
$289K ﹤0.01%
+19,042
2557
$289K ﹤0.01%
+11,819
2558
$289K ﹤0.01%
10,333
-94
2559
$288K ﹤0.01%
73,389
-7,775
2560
$288K ﹤0.01%
11,217
+2,674
2561
$287K ﹤0.01%
+6,203
2562
$286K ﹤0.01%
17,727
-1,200
2563
$286K ﹤0.01%
2,860
-2,014
2564
$286K ﹤0.01%
1,834
-1,019
2565
$285K ﹤0.01%
+8,613
2566
$285K ﹤0.01%
11,779
-762
2567
$285K ﹤0.01%
+19,600
2568
$284K ﹤0.01%
9,369
-17,590
2569
$284K ﹤0.01%
13,274
+700
2570
$283K ﹤0.01%
8,139
+222
2571
$283K ﹤0.01%
2,782
+111
2572
$283K ﹤0.01%
10,196
-1,256
2573
$282K ﹤0.01%
2,750
-13
2574
$282K ﹤0.01%
+5,198
2575
$282K ﹤0.01%
35,272
+180
101 102
103
104 105