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
251
$16.7M 0.07%
179,817
-10,831
252
$16.7M 0.07%
212,271
+3,797
253
$16.7M 0.07%
347,862
+18,796
254
$16.5M 0.07%
98,374
-4,039
255
$16.3M 0.07%
308,710
+92,430
256
$16.1M 0.07%
180,388
+12,945
257
$16.1M 0.07%
262,584
-26,276
258
$16.1M 0.07%
78,427
-10,011
259
$15.9M 0.07%
622,316
-82,556
260
$15.8M 0.07%
870,010
+15,871
261
$15.8M 0.07%
172,188
+1,907
262
$15.5M 0.07%
303,008
-842
263
$15.5M 0.07%
194,560
-2,985
264
$15.4M 0.07%
370,955
-34,629
265
$15.4M 0.07%
110,885
-110,864
266
$15.3M 0.07%
81,208
+2,559
267
$15.2M 0.07%
188,438
+4,738
268
$15.1M 0.07%
286,139
+62,238
269
$15.1M 0.07%
525,036
+49,549
270
$15M 0.07%
98,789
+7,250
271
$15M 0.07%
44,114
+3,497
272
$15M 0.07%
85,720
+7,221
273
$15M 0.07%
57,968
+6,912
274
$14.9M 0.07%
587,322
-28,852
275
$14.9M 0.07%
147,752
+4,473
9 10
11
12 13