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
276
$14.9M 0.07%
251,832
-21,411
277
$14.8M 0.07%
88,713
-3,606
278
$14.8M 0.07%
260,169
+29,929
279
$14.6M 0.07%
141,535
+10,957
280
$14.6M 0.07%
463,939
+79,173
281
$14.6M 0.07%
50,094
+2,712
282
$14.6M 0.07%
248,077
-2,520
283
$14.4M 0.06%
59,119
+3,280
284
$14.3M 0.06%
278,351
+63,011
285
$14.3M 0.06%
210,652
+23,855
286
$14.2M 0.06%
118,290
+22,991
287
$14.2M 0.06%
546,869
+139,177
288
$14.1M 0.06%
129,459
+2,677
289
$14M 0.06%
27,023
-26,054
290
$13.8M 0.06%
346,841
+19,819
291
$13.7M 0.06%
191,030
-43,495
292
$13.5M 0.06%
37,530
+1,968
293
$13.5M 0.06%
61,522
-7,432
294
$13.5M 0.06%
220,883
-24,993
295
$13.4M 0.06%
252,551
+134,990
296
$13.4M 0.06%
140,827
+1,542
297
$13.3M 0.06%
196,368
+47,420
298
$13.3M 0.06%
577,791
+63,390
299
$13.3M 0.06%
125,665
-8,294
300
$13.3M 0.06%
184,213
-20,602
10 11
12
13 14