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
3251
– –
-534
3252
– –
-5,837
3253
– –
-11,500
3254
– –
-6,022
3255
– –
-19,933
3256
– –
-14,525
3257
– –
-8,285
3258
– –
-4,684
3259
– –
-12,752
3260
– –
-30
3261
– –
-3,444
3262
– –
-4,231
3263
– –
-2,961
3264
– –
-4,627
3265
– –
-26,448
3266
– –
-12,367
3267
– –
-2,130
3268
– –
-695
3269
– –
-25,628
3270
– –
-15,447
3271
– –
-1,289
3272
– –
-10,958
3273
– –
-962
3274
– –
-11,637
3275
– –
-33,600
129 130
131
132 133