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
2876
$205K ﹤0.01%
+5,442
2877
$205K ﹤0.01%
+4,940
2878
$204K ﹤0.01%
4,078
-2,210
2879
$204K ﹤0.01%
4,446
-909
2880
$204K ﹤0.01%
+4,697
2881
$204K ﹤0.01%
1,838
-23
2882
$204K ﹤0.01%
+3,190
2883
$203K ﹤0.01%
+5,747
2884
$203K ﹤0.01%
8,287
-1,503
2885
$203K ﹤0.01%
+4,976
2886
$202K ﹤0.01%
+3,680
2887
$202K ﹤0.01%
+5,955
2888
$202K ﹤0.01%
+8,246
2889
$202K ﹤0.01%
36,332
+13,620
2890
$201K ﹤0.01%
+3,080
2891
$201K ﹤0.01%
2,776
-642
2892
$201K ﹤0.01%
+1,731
2893
$200K ﹤0.01%
+15,145
2894
$200K ﹤0.01%
13,162
-870
2895
$200K ﹤0.01%
+7,249
2896
$200K ﹤0.01%
10,036
-475
2897
$200K ﹤0.01%
+3,992
2898
$198K ﹤0.01%
11,389
+736
2899
$196K ﹤0.01%
14,164
-1,039
2900
$194K ﹤0.01%
13,881
-5,798
114 115
116
117 118