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
3101
$42K ﹤0.01%
1,230
-225
3102
$40K ﹤0.01%
12,109
+1,086
3103
$40K ﹤0.01%
12,241
+1,573
3104
$39K ﹤0.01%
8
+4
3105
$39K ﹤0.01%
1,005
3106
$39K ﹤0.01%
20,002
3107
$39K ﹤0.01%
926
3108
$36K ﹤0.01%
5,200
+256
3109
$34K ﹤0.01%
+853
3110
$34K ﹤0.01%
367
-94
3111
$33K ﹤0.01%
1,901
-446
3112
$32K ﹤0.01%
10,218
-18,683
3113
$31K ﹤0.01%
+14,231
3114
$30K ﹤0.01%
+13,650
3115
$30K ﹤0.01%
+14,660
3116
$29K ﹤0.01%
16,832
-4,634
3117
$29K ﹤0.01%
566
-63
3118
$29K ﹤0.01%
25,971
-13,600
3119
$29K ﹤0.01%
1,528
+147
3120
$27K ﹤0.01%
1,855
-200
3121
$25K ﹤0.01%
+100
3122
$24K ﹤0.01%
+15,500
3123
$22K ﹤0.01%
1,507
-975
3124
$20K ﹤0.01%
+441
3125
$20K ﹤0.01%
13,569
-750
123 124
125
126 127