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
2951
$158K ﹤0.01%
10,632
2952
– –
0
2953
$156K ﹤0.01%
+10,505
2954
$156K ﹤0.01%
2,308
-436
2955
$156K ﹤0.01%
15,110
+4,444
2956
$155K ﹤0.01%
10,479
-154
2957
$155K ﹤0.01%
16,138
-265
2958
$151K ﹤0.01%
17,908
+2,010
2959
$150K ﹤0.01%
14,865
+500
2960
$150K ﹤0.01%
425
-8
2961
$150K ﹤0.01%
13,773
+411
2962
$150K ﹤0.01%
18,963
+1,400
2963
$149K ﹤0.01%
18,231
+4,943
2964
$148K ﹤0.01%
17,476
+120
2965
$147K ﹤0.01%
2,334
+151
2966
$146K ﹤0.01%
6,288
+3
2967
$146K ﹤0.01%
13,940
-38,670
2968
$145K ﹤0.01%
18,500
2969
$145K ﹤0.01%
+10,034
2970
$143K ﹤0.01%
13,804
-2,194
2971
$140K ﹤0.01%
14,230
-400
2972
$140K ﹤0.01%
10,977
-796
2973
$138K ﹤0.01%
13,258
+2,130
2974
$138K ﹤0.01%
21,569
+1,504
2975
$138K ﹤0.01%
60,035
-11,990
117 118
119
120 121