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
2651
$266K ﹤0.01%
1,490
+235
2652
$265K ﹤0.01%
10,733
+61
2653
$265K ﹤0.01%
6,103
2654
$265K ﹤0.01%
7,251
-6,595
2655
$264K ﹤0.01%
10,657
+119
2656
$264K ﹤0.01%
4,456
-357
2657
$264K ﹤0.01%
10,237
-3,002
2658
$264K ﹤0.01%
9,500
-222
2659
$264K ﹤0.01%
37,344
+2,490
2660
$263K ﹤0.01%
+1,296
2661
$263K ﹤0.01%
+3,347
2662
$262K ﹤0.01%
10,193
2663
$261K ﹤0.01%
+3,096
2664
$261K ﹤0.01%
18,841
-37,608
2665
$261K ﹤0.01%
7,640
+2,780
2666
$260K ﹤0.01%
3,852
+706
2667
$260K ﹤0.01%
1,450
+111
2668
$260K ﹤0.01%
+5,502
2669
$260K ﹤0.01%
23,045
+11,766
2670
$259K ﹤0.01%
5,577
2671
$259K ﹤0.01%
1,952
-755
2672
$258K ﹤0.01%
9,878
+270
2673
$257K ﹤0.01%
2,325
-145
2674
$257K ﹤0.01%
5,037
-30
2675
$257K ﹤0.01%
5,316
+581
105 106
107
108 109