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
3026
$105K ﹤0.01%
10,862
+1
3027
$101K ﹤0.01%
12,500
3028
$101K ﹤0.01%
+11,597
3029
$99K ﹤0.01%
+10,741
3030
$97K ﹤0.01%
22,881
-318
3031
$96K ﹤0.01%
31,073
-13,156
3032
$94K ﹤0.01%
+20,250
3033
$94K ﹤0.01%
21,972
-824
3034
$92K ﹤0.01%
15,603
+23
3035
$92K ﹤0.01%
18,250
+6,049
3036
$92K ﹤0.01%
49,400
+20,000
3037
$92K ﹤0.01%
884
-6
3038
$92K ﹤0.01%
16,395
-3,100
3039
$90K ﹤0.01%
3,227
+174
3040
$90K ﹤0.01%
15,561
+1,466
3041
$90K ﹤0.01%
44,482
-1,430
3042
$89K ﹤0.01%
42,728
-3,706
3043
$88K ﹤0.01%
2,127
-730
3044
$88K ﹤0.01%
2,030
3045
$86K ﹤0.01%
19,086
+1,238
3046
$86K ﹤0.01%
14,768
+138
3047
$85K ﹤0.01%
+2,195
3048
$83K ﹤0.01%
5,106
-50
3049
$82K ﹤0.01%
16,071
3050
$81K ﹤0.01%
+28
120 121
122
123 124