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
3001
$126K ﹤0.01%
37,600
-8,500
3002
$126K ﹤0.01%
+17,100
3003
$125K ﹤0.01%
3,751
+1,954
3004
$125K ﹤0.01%
14,044
+1,899
3005
$125K ﹤0.01%
13
+8
3006
$123K ﹤0.01%
1,214
+659
3007
$123K ﹤0.01%
+30,832
3008
$122K ﹤0.01%
+12,375
3009
$122K ﹤0.01%
31,443
+14,297
3010
$120K ﹤0.01%
10,430
+200
3011
$118K ﹤0.01%
15,403
+3,699
3012
$117K ﹤0.01%
10,965
-1,124
3013
$117K ﹤0.01%
13,529
+100
3014
$115K ﹤0.01%
21,320
+6,144
3015
$114K ﹤0.01%
21,248
-1,271
3016
$114K ﹤0.01%
+13,094
3017
$113K ﹤0.01%
21,850
-2,850
3018
$113K ﹤0.01%
+14,171
3019
$112K ﹤0.01%
24,539
+3,709
3020
$112K ﹤0.01%
10,822
-296,647
3021
$110K ﹤0.01%
60,558
-55,202
3022
$109K ﹤0.01%
12,604
+1,408
3023
$109K ﹤0.01%
+10,049
3024
$108K ﹤0.01%
30
-28
3025
$107K ﹤0.01%
10,542
119 120
121
122 123