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 4.68%
4 Healthcare 3.82%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2576
$282K ﹤0.01%
6,006
+3,795
2577
$281K ﹤0.01%
2,637
+56
2578
$280K ﹤0.01%
3,790
-181
2579
$280K ﹤0.01%
4,341
-591
2580
$280K ﹤0.01%
6,057
-135
2581
$280K ﹤0.01%
74,908
+6,050
2582
$280K ﹤0.01%
8,477
+339
2583
$279K ﹤0.01%
68,906
-200
2584
$279K ﹤0.01%
+3,421
2585
$279K ﹤0.01%
15,000
+5,000
2586
$279K ﹤0.01%
5,185
+220
2587
$279K ﹤0.01%
2,296
-795
2588
$279K ﹤0.01%
5,196
-703
2589
$279K ﹤0.01%
12,301
+350
2590
$278K ﹤0.01%
+3,185
2591
$278K ﹤0.01%
14,057
-19,133
2592
$278K ﹤0.01%
22,490
+3,468
2593
$278K ﹤0.01%
3,577
-1,327
2594
$278K ﹤0.01%
+16,847
2595
$278K ﹤0.01%
12,495
+3,273
2596
$277K ﹤0.01%
163
+16
2597
$276K ﹤0.01%
25,389
-430
2598
$276K ﹤0.01%
9,015
+15
2599
$276K ﹤0.01%
26,150
-1,493
2600
$276K ﹤0.01%
2,132
+289
102 103
104
105 106