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
3076
$62K ﹤0.01%
1,066
-1,268
3077
$61K ﹤0.01%
+10,354
3078
$61K ﹤0.01%
71
-7
3079
$59K ﹤0.01%
48,000
+9,000
3080
$59K ﹤0.01%
+11,031
3081
$59K ﹤0.01%
+1,011
3082
$58K ﹤0.01%
11,280
-100
3083
$58K ﹤0.01%
+12,538
3084
$57K ﹤0.01%
12,981
-18,363
3085
$57K ﹤0.01%
25,050
-1,750
3086
$55K ﹤0.01%
1,489
3087
$55K ﹤0.01%
630
-530
3088
$55K ﹤0.01%
27,000
+1,000
3089
$54K ﹤0.01%
13,816
-10,098
3090
$54K ﹤0.01%
+14,000
3091
$54K ﹤0.01%
29,450
+12,480
3092
$53K ﹤0.01%
5,500
3093
$52K ﹤0.01%
11,313
+200
3094
$49K ﹤0.01%
10,700
-8,000
3095
$48K ﹤0.01%
11,188
-4,572
3096
$45K ﹤0.01%
14,860
+275
3097
$45K ﹤0.01%
845
+76
3098
$44K ﹤0.01%
11,262
-39,625
3099
$43K ﹤0.01%
10,000
3100
$43K ﹤0.01%
768
+288
122 123
124
125 126