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
3051
$81K ﹤0.01%
3,601
3052
$80K ﹤0.01%
13,345
-7,000
3053
$79K ﹤0.01%
21,868
-64,022
3054
$79K ﹤0.01%
20,880
+2,475
3055
$78K ﹤0.01%
+3,550
3056
$76K ﹤0.01%
+16,180
3057
$74K ﹤0.01%
98
3058
$73K ﹤0.01%
26,004
-2,175
3059
$73K ﹤0.01%
32,166
-900
3060
$72K ﹤0.01%
+21,000
3061
$72K ﹤0.01%
+498
3062
$71K ﹤0.01%
3,864
+833
3063
$71K ﹤0.01%
+28
3064
$71K ﹤0.01%
6
-4
3065
$70K ﹤0.01%
13,493
+5
3066
$70K ﹤0.01%
14,400
-26,450
3067
$69K ﹤0.01%
+11,803
3068
$68K ﹤0.01%
11,058
-6,525
3069
$67K ﹤0.01%
+12,342
3070
$67K ﹤0.01%
14,736
-1,885
3071
$67K ﹤0.01%
15,040
+3,285
3072
$64K ﹤0.01%
615
-32
3073
$64K ﹤0.01%
2,689
-143
3074
$64K ﹤0.01%
18
-5
3075
$63K ﹤0.01%
+1,015
121 122
123
124 125