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
2601
$276K ﹤0.01%
50,055
-29
2602
$275K ﹤0.01%
+2,874
2603
$275K ﹤0.01%
7,424
+424
2604
$275K ﹤0.01%
10,727
2605
$274K ﹤0.01%
+2,494
2606
$274K ﹤0.01%
3,119
+257
2607
$274K ﹤0.01%
+10,503
2608
$274K ﹤0.01%
4,957
-203
2609
$273K ﹤0.01%
+4,305
2610
$273K ﹤0.01%
26,329
+3,547
2611
$273K ﹤0.01%
15,342
+973
2612
$273K ﹤0.01%
+8,360
2613
$273K ﹤0.01%
+8,646
2614
$273K ﹤0.01%
4,745
+205
2615
$272K ﹤0.01%
3,478
-77
2616
$272K ﹤0.01%
10,833
-5,471
2617
$272K ﹤0.01%
37,872
-1,133
2618
$271K ﹤0.01%
8,078
+64
2619
$271K ﹤0.01%
22,642
+10,700
2620
$271K ﹤0.01%
31,586
+4,194
2621
$271K ﹤0.01%
+8,380
2622
$271K ﹤0.01%
7,779
2623
$271K ﹤0.01%
15,218
+30
2624
$271K ﹤0.01%
2,067
2625
$270K ﹤0.01%
+8,622
103 104
105
106 107