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
2851
$211K ﹤0.01%
+1,929
2852
$211K ﹤0.01%
35,810
+10,984
2853
$209K ﹤0.01%
3,306
+142
2854
$209K ﹤0.01%
3,740
-360
2855
$209K ﹤0.01%
+3,730
2856
$209K ﹤0.01%
+7,462
2857
$208K ﹤0.01%
4,223
-930
2858
$208K ﹤0.01%
2,616
-867
2859
$208K ﹤0.01%
5,569
+23
2860
$208K ﹤0.01%
+13,070
2861
$208K ﹤0.01%
+6,680
2862
$208K ﹤0.01%
11,272
-634
2863
$207K ﹤0.01%
17,141
-1,836
2864
$207K ﹤0.01%
+2,507
2865
$207K ﹤0.01%
+1,519
2866
$207K ﹤0.01%
27,875
+9,188
2867
$206K ﹤0.01%
+1,479
2868
$206K ﹤0.01%
+6,834
2869
$206K ﹤0.01%
1,924
-183
2870
$206K ﹤0.01%
8,250
-200
2871
$205K ﹤0.01%
2,140
+29
2872
$205K ﹤0.01%
5,296
-3,150
2873
$205K ﹤0.01%
2,105
+2
2874
$205K ﹤0.01%
9,094
-3,292
2875
$205K ﹤0.01%
7,640
-3,448
113 114
115
116 117