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
2676
$257K ﹤0.01%
624
+58
2677
$257K ﹤0.01%
7,927
-572
2678
$256K ﹤0.01%
10,264
+14
2679
$255K ﹤0.01%
+2,953
2680
$255K ﹤0.01%
+3,000
2681
$255K ﹤0.01%
25,207
-1,923
2682
$254K ﹤0.01%
4,854
-1,063
2683
$253K ﹤0.01%
3,025
+150
2684
$253K ﹤0.01%
7,884
-513
2685
$253K ﹤0.01%
+3,976
2686
$253K ﹤0.01%
23,118
2687
$253K ﹤0.01%
+1,961
2688
$252K ﹤0.01%
7,573
+4,234
2689
$252K ﹤0.01%
+5,212
2690
$252K ﹤0.01%
4,744
+172
2691
$252K ﹤0.01%
6,030
+103
2692
$251K ﹤0.01%
798
2693
$249K ﹤0.01%
15,578
-1,800
2694
$249K ﹤0.01%
12,948
+736
2695
$249K ﹤0.01%
2,475
+304
2696
$248K ﹤0.01%
3,736
-393
2697
$248K ﹤0.01%
8,346
+598
2698
$248K ﹤0.01%
9,689
+218
2699
$248K ﹤0.01%
5,756
+112
2700
$248K ﹤0.01%
18,671
-2,454
106 107
108
109 110