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
2801
$219K ﹤0.01%
14,182
+1,367
2802
$219K ﹤0.01%
+7,014
2803
$219K ﹤0.01%
23,613
+1,181
2804
$218K ﹤0.01%
7,467
-542
2805
$218K ﹤0.01%
8,179
+570
2806
$218K ﹤0.01%
+5,939
2807
$218K ﹤0.01%
9,843
+124
2808
$218K ﹤0.01%
6,674
2809
$218K ﹤0.01%
+6,768
2810
$217K ﹤0.01%
15,410
-1,409
2811
$217K ﹤0.01%
30,983
-4,278
2812
$217K ﹤0.01%
+8,628
2813
$217K ﹤0.01%
+6,568
2814
$217K ﹤0.01%
28,962
-542
2815
$217K ﹤0.01%
12,266
2816
$217K ﹤0.01%
1,458
+48
2817
$216K ﹤0.01%
+4,073
2818
$216K ﹤0.01%
+11,648
2819
$216K ﹤0.01%
+8,750
2820
$216K ﹤0.01%
+1,210
2821
$216K ﹤0.01%
+3,221
2822
$216K ﹤0.01%
+6,110
2823
$216K ﹤0.01%
3,580
-535
2824
$215K ﹤0.01%
2,991
-407
2825
$215K ﹤0.01%
4,446
-108
111 112
113
114 115