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
2901
$194K ﹤0.01%
4,953
+2,604
2902
$194K ﹤0.01%
13,502
-1,816
2903
$193K ﹤0.01%
20,236
+8,475
2904
$192K ﹤0.01%
11,229
-1,131
2905
$189K ﹤0.01%
+19,946
2906
$189K ﹤0.01%
11,897
+487
2907
$185K ﹤0.01%
49,777
+18,055
2908
$185K ﹤0.01%
13,632
2909
$184K ﹤0.01%
12,702
+1,246
2910
$184K ﹤0.01%
+10,422
2911
$183K ﹤0.01%
38,641
+964
2912
$183K ﹤0.01%
23,257
+550
2913
$182K ﹤0.01%
6,389
-2,524
2914
$181K ﹤0.01%
19,776
+4,540
2915
$181K ﹤0.01%
27,042
+8,756
2916
$181K ﹤0.01%
18,275
2917
$180K ﹤0.01%
1,020
-602
2918
$180K ﹤0.01%
11,288
+40
2919
$179K ﹤0.01%
13,268
-1,008
2920
$179K ﹤0.01%
85,870
2921
$178K ﹤0.01%
+19,000
2922
$177K ﹤0.01%
+10,582
2923
$177K ﹤0.01%
13,332
+3,225
2924
$177K ﹤0.01%
10,430
-3,555
2925
$176K ﹤0.01%
12,614
-5,104
115 116
117
118 119