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
3151
$4K ﹤0.01%
1
3152
$4K ﹤0.01%
+774
3153
$2K ﹤0.01%
10,550
3154
– –
-2,388
3155
– –
-3,861
3156
– –
-1,535
3157
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-90
3158
– –
-1,883
3159
– –
-15,454
3160
– –
-12,310
3161
– –
-13,601
3162
– –
-13,472
3163
– –
-12,500
3164
– –
-5,113
3165
– –
-1,173
3166
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-11,259
3167
– –
-18,768
3168
– –
-3,503
3169
– –
-1,866
3170
– –
-171,895
3171
– –
-79,418
3172
– –
-2,920
3173
– –
-2,932
3174
– –
-189,836
3175
– –
-38,416
125 126
127
128 129