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
2751
$231K ﹤0.01%
609
+217
2752
$230K ﹤0.01%
20,287
+737
2753
$230K ﹤0.01%
2,911
-61
2754
$230K ﹤0.01%
4,780
2755
$230K ﹤0.01%
12,278
-13,553
2756
$230K ﹤0.01%
+111
2757
$229K ﹤0.01%
10,805
-2,593
2758
$229K ﹤0.01%
1,653
-77
2759
$229K ﹤0.01%
12,878
-1,753
2760
$228K ﹤0.01%
37,261
-41,584
2761
$228K ﹤0.01%
9,968
-305
2762
$228K ﹤0.01%
22,100
+2,000
2763
$227K ﹤0.01%
+3,044
2764
$227K ﹤0.01%
17,081
-4,499
2765
$226K ﹤0.01%
36,430
-998
2766
$226K ﹤0.01%
35,230
-17,681
2767
$225K ﹤0.01%
7,448
+361
2768
$225K ﹤0.01%
+3,352
2769
$225K ﹤0.01%
8,113
+32
2770
$225K ﹤0.01%
5,295
-616
2771
$225K ﹤0.01%
60,515
-10,037
2772
$224K ﹤0.01%
+25,318
2773
$224K ﹤0.01%
8,372
+48
2774
$224K ﹤0.01%
+1,695
2775
$224K ﹤0.01%
4,476
-32
109 110
111
112 113