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
2626
$270K ﹤0.01%
4,046
2627
$270K ﹤0.01%
15,467
+1,469
2628
$270K ﹤0.01%
+832
2629
$269K ﹤0.01%
+2,498
2630
$269K ﹤0.01%
+3,077
2631
$269K ﹤0.01%
10,607
-2,332
2632
$269K ﹤0.01%
19,490
-1,637
2633
$268K ﹤0.01%
53,483
+9,873
2634
$268K ﹤0.01%
1,232
-436
2635
$268K ﹤0.01%
6,364
-3,031
2636
$268K ﹤0.01%
1,987
+283
2637
$268K ﹤0.01%
+1,724
2638
$267K ﹤0.01%
6,364
+6
2639
$267K ﹤0.01%
33,253
+17
2640
$267K ﹤0.01%
813
+23
2641
$267K ﹤0.01%
9,088
-82
2642
$267K ﹤0.01%
3,254
+4
2643
$267K ﹤0.01%
10,663
-1,097
2644
$267K ﹤0.01%
4,445
-17
2645
$267K ﹤0.01%
5,820
-20
2646
$266K ﹤0.01%
5,980
-2,055
2647
$266K ﹤0.01%
14,025
-1,302
2648
$266K ﹤0.01%
1,076
+189
2649
$266K ﹤0.01%
+3,840
2650
$266K ﹤0.01%
8,928
-98
104 105
106
107 108