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
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-7,974
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