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
2926
$176K ﹤0.01%
25,387
+700
2927
$172K ﹤0.01%
+12,686
2928
$171K ﹤0.01%
17,107
-781
2929
$171K ﹤0.01%
13,696
+166
2930
$171K ﹤0.01%
+36,400
2931
$170K ﹤0.01%
+18,257
2932
$170K ﹤0.01%
+17,205
2933
$170K ﹤0.01%
+12,133
2934
$169K ﹤0.01%
22,899
+3,910
2935
$168K ﹤0.01%
12,234
-400
2936
$168K ﹤0.01%
33,548
-3,649
2937
$167K ﹤0.01%
+11,283
2938
$166K ﹤0.01%
15,309
-879
2939
$165K ﹤0.01%
10,311
-8,914
2940
$165K ﹤0.01%
+26,318
2941
$165K ﹤0.01%
95,046
-6,298
2942
$163K ﹤0.01%
15,531
-6,769
2943
$162K ﹤0.01%
19,029
+7,934
2944
$161K ﹤0.01%
10,037
-300
2945
$161K ﹤0.01%
68,496
+11,379
2946
$160K ﹤0.01%
+13,020
2947
$160K ﹤0.01%
12,143
+1,039
2948
$160K ﹤0.01%
+10,016
2949
$159K ﹤0.01%
10,751
-500
2950
$159K ﹤0.01%
146
-88
116 117
118
119 120