Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$88.6M
2
+$61.9M
3
+$39.2M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$30.2M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$29.7M

Top Sells

1
+$19.5M
2
+$18.7M
3
+$15.1M
4
DWM icon
WisdomTree International Equity Fund
DWM
+$14.9M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$14.5M

Sector Composition

1 Technology 10.23%
2 Consumer Discretionary 4.98%
3 Financials 4.7%
4 Healthcare 3.82%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3151
$4K ﹤0.01%
1
3152
$4K ﹤0.01%
+774
3153
$2K ﹤0.01%
10,550
3154
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-1,000
3155
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-10,885
3156
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-50,954
3157
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-13,550
3158
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-11,261
3159
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-7,974
3160
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-1,755
3161
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-7,892
3162
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-695
3163
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-286
3164
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-508
3165
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-1,143
3166
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-9,298
3167
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-11,973
3168
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-2,388
3169
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-3,861
3170
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-1,535
3171
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-90
3172
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-1,883
3173
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-15,454
3174
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-12,500
3175
– –
-5,113
125 126
127
128 129