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
3301
– –
-46
3302
– –
-10,749
3303
– –
-686
3304
– –
-17,775
3305
– –
-1,603
3306
– –
-10,586
3307
– –
-55,029
3308
– –
-5,463
3309
– –
-2,337
3310
– –
-15,490
3311
– –
-10,688
3312
– –
-6,573
3313
– –
-6,396
3314
– –
-5,383
3315
– –
-11,340
3316
– –
-11,010
3317
– –
-16,000
3318
– –
-7,220
3319
– –
-19,054
3320
– –
-1,014
3321
– –
-15,000
3322
– –
-4,192
3323
– –
-7,212
3324
– –
-1,000
3325
– –
-10,885
130 131 132
133
134