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
301
$13.2M 0.06%
701,196
-121,890
302
$13.2M 0.06%
43,685
+2,897
303
$13.1M 0.06%
44,631
-18,746
304
$13M 0.06%
489,674
-20,536
305
$13M 0.06%
271,129
+13,835
306
$12.8M 0.06%
1,167,645
-43,989
307
$12.7M 0.06%
76,026
-12,747
308
$12.5M 0.06%
19,223
+523
309
$12.4M 0.06%
274,488
+27,077
310
$12.4M 0.06%
48,561
+3,679
311
$12.3M 0.06%
466,692
+15,498
312
$12.3M 0.06%
312,365
+147,359
313
$12.3M 0.05%
125,139
+4,653
314
$12.3M 0.05%
98,865
+1,900
315
$12.2M 0.05%
119,138
-5,651
316
$12.1M 0.05%
569,289
-211,887
317
$11.9M 0.05%
132,537
-6,434
318
$11.9M 0.05%
207,967
+1,966
319
$11.9M 0.05%
184,259
+2,418
320
$11.8M 0.05%
129,450
+108,006
321
$11.7M 0.05%
199,660
-2,374
322
$11.7M 0.05%
30,600
+8,218
323
$11.7M 0.05%
95,335
-34,242
324
$11.7M 0.05%
238,169
-30,550
325
$11.7M 0.05%
231,814
+44,827
11 12
13
14 15