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
2776
$224K ﹤0.01%
9,895
-36
2777
$224K ﹤0.01%
10,721
+190
2778
$223K ﹤0.01%
9,542
-2,314
2779
$223K ﹤0.01%
15,338
2780
$223K ﹤0.01%
+4,832
2781
$223K ﹤0.01%
14,000
+4,000
2782
$223K ﹤0.01%
15,758
+3,447
2783
$223K ﹤0.01%
12,750
+12
2784
$222K ﹤0.01%
9,524
+822
2785
$222K ﹤0.01%
34,584
-5,210
2786
$222K ﹤0.01%
2,676
-1,151
2787
$221K ﹤0.01%
7,818
-435
2788
$221K ﹤0.01%
+8,929
2789
$221K ﹤0.01%
+6,272
2790
$220K ﹤0.01%
+71,009
2791
$220K ﹤0.01%
10,192
-2,844
2792
$220K ﹤0.01%
8,582
-4,655
2793
$220K ﹤0.01%
+28,920
2794
$220K ﹤0.01%
8,839
-597
2795
$220K ﹤0.01%
+4,214
2796
$220K ﹤0.01%
3,944
-521
2797
$220K ﹤0.01%
+6,595
2798
$219K ﹤0.01%
+5,911
2799
$219K ﹤0.01%
6,815
-29,454
2800
$219K ﹤0.01%
505
-238
110 111
112
113 114