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
3126
$20K ﹤0.01%
10,000
3127
$19K ﹤0.01%
28,500
+18,000
3128
$19K ﹤0.01%
68
3129
– –
0
3130
$17K ﹤0.01%
+12,000
3131
$16K ﹤0.01%
15,499
3132
$16K ﹤0.01%
11,621
-3,847
3133
$15K ﹤0.01%
29,761
-1,004
3134
$14K ﹤0.01%
36,300
+16,300
3135
$13K ﹤0.01%
+6
3136
$13K ﹤0.01%
750
3137
$13K ﹤0.01%
+727
3138
$11K ﹤0.01%
33,100
3139
$11K ﹤0.01%
1,738
-187
3140
$10K ﹤0.01%
909
-300
3141
$10K ﹤0.01%
4
3142
$10K ﹤0.01%
1,073
+47
3143
$10K ﹤0.01%
10,000
-1,290
3144
$10K ﹤0.01%
+17,000
3145
$8K ﹤0.01%
14,000
3146
$6K ﹤0.01%
277
3147
$6K ﹤0.01%
340
+32
3148
$5K ﹤0.01%
9
-3
3149
$5K ﹤0.01%
2,378
+100
3150
$4K ﹤0.01%
510
124 125
126
127 128