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
2726
$239K ﹤0.01%
+3,825
2727
$239K ﹤0.01%
15,089
-3,875
2728
$238K ﹤0.01%
4,261
+98
2729
$238K ﹤0.01%
+812
2730
$237K ﹤0.01%
12,658
+1,000
2731
$237K ﹤0.01%
17,373
-1,892
2732
$237K ﹤0.01%
+3,980
2733
$236K ﹤0.01%
+12,980
2734
$236K ﹤0.01%
35,565
-11,260
2735
$236K ﹤0.01%
+11,941
2736
$235K ﹤0.01%
19,138
-14,136
2737
$235K ﹤0.01%
5,595
-1,006
2738
$235K ﹤0.01%
+7,373
2739
$235K ﹤0.01%
+4,972
2740
$234K ﹤0.01%
6,089
+427
2741
$233K ﹤0.01%
12,332
2742
$233K ﹤0.01%
2,333
+6
2743
$232K ﹤0.01%
13,352
-230
2744
$232K ﹤0.01%
7,943
-610
2745
$232K ﹤0.01%
1,525
+48
2746
$232K ﹤0.01%
2,921
-4,309
2747
$232K ﹤0.01%
3,398
-194
2748
$232K ﹤0.01%
+12,081
2749
$231K ﹤0.01%
+2,241
2750
$231K ﹤0.01%
51,194
+476
108 109
110
111 112