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
2976
$137K ﹤0.01%
55,619
+15,007
2977
$137K ﹤0.01%
36,547
-21,930
2978
$136K ﹤0.01%
53,151
+7,101
2979
$135K ﹤0.01%
14,900
-2,100
2980
$135K ﹤0.01%
31,000
+6,000
2981
$134K ﹤0.01%
11,000
2982
$133K ﹤0.01%
12,094
+720
2983
$133K ﹤0.01%
13,978
+1,037
2984
$133K ﹤0.01%
26,671
+8,263
2985
$132K ﹤0.01%
12,772
-3,473
2986
$132K ﹤0.01%
7,210
2987
$132K ﹤0.01%
48,890
-18,085
2988
$131K ﹤0.01%
10,243
2989
$131K ﹤0.01%
21,441
-3,366
2990
$129K ﹤0.01%
15,447
+13
2991
$129K ﹤0.01%
23,000
-2,675
2992
$129K ﹤0.01%
5,231
2993
$129K ﹤0.01%
+14,925
2994
$129K ﹤0.01%
12,667
-4,250
2995
$128K ﹤0.01%
+10,172
2996
$127K ﹤0.01%
+10,021
2997
$127K ﹤0.01%
10,837
-530
2998
$127K ﹤0.01%
+16,550
2999
$126K ﹤0.01%
24,082
+2,503
3000
$126K ﹤0.01%
26,897
+16,134
118 119
120
121 122