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
2826
$215K ﹤0.01%
+1,201
2827
$215K ﹤0.01%
+13,613
2828
$215K ﹤0.01%
+18,896
2829
$215K ﹤0.01%
6,692
-3,480
2830
$215K ﹤0.01%
+1,199
2831
$215K ﹤0.01%
+1,919
2832
$215K ﹤0.01%
2,339
-92
2833
$215K ﹤0.01%
490
+7
2834
$214K ﹤0.01%
+4,505
2835
$214K ﹤0.01%
4,056
-237
2836
$214K ﹤0.01%
+8,139
2837
$214K ﹤0.01%
10,756
+663
2838
$213K ﹤0.01%
257
2839
$213K ﹤0.01%
14,304
+10
2840
$213K ﹤0.01%
15,125
-189
2841
$212K ﹤0.01%
9,400
-3,000
2842
$212K ﹤0.01%
4,377
-39,996
2843
$212K ﹤0.01%
31,228
+6,614
2844
$212K ﹤0.01%
16,601
-2,743
2845
$212K ﹤0.01%
1,360
-505
2846
$212K ﹤0.01%
16,193
+9
2847
$212K ﹤0.01%
23,825
-4,999
2848
$212K ﹤0.01%
3,815
2849
$211K ﹤0.01%
1,856
-92
2850
$211K ﹤0.01%
17,247
-1,999
112 113
114
115 116