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
2701
$247K ﹤0.01%
8,753
+43
2702
$247K ﹤0.01%
2,028
-117
2703
$247K ﹤0.01%
17,776
+2,313
2704
$247K ﹤0.01%
9,312
-102
2705
$247K ﹤0.01%
7,037
+625
2706
$246K ﹤0.01%
+8,995
2707
$246K ﹤0.01%
26,551
+4,489
2708
$245K ﹤0.01%
+5,605
2709
$245K ﹤0.01%
4,758
+697
2710
$245K ﹤0.01%
6,515
+336
2711
$244K ﹤0.01%
16,566
+138
2712
$244K ﹤0.01%
14,052
+2,668
2713
$243K ﹤0.01%
+4,329
2714
$243K ﹤0.01%
9,352
+189
2715
$243K ﹤0.01%
+2,340
2716
$243K ﹤0.01%
+8,287
2717
$242K ﹤0.01%
+11,457
2718
$242K ﹤0.01%
+6,655
2719
$242K ﹤0.01%
3,458
+149
2720
$241K ﹤0.01%
14,406
-553
2721
$241K ﹤0.01%
+4,206
2722
$241K ﹤0.01%
18,431
-4,581
2723
$241K ﹤0.01%
5,415
-493
2724
$240K ﹤0.01%
14,952
-73
2725
$240K ﹤0.01%
5,140
+145
107 108
109
110 111