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
326
$11.6M 0.05%
541,448
-63,052
327
$11.6M 0.05%
81,309
-481
328
$11.6M 0.05%
149,272
-792
329
$11.6M 0.05%
361,274
-35,560
330
$11.6M 0.05%
39,530
+351
331
$11.5M 0.05%
320,913
+43,726
332
$11.5M 0.05%
130,404
+63,130
333
$11.4M 0.05%
143,969
+16,983
334
$11.4M 0.05%
186,419
-86,008
335
$11.4M 0.05%
263,879
+5,319
336
$11.4M 0.05%
198,017
-2,326
337
$11.4M 0.05%
102,821
+68,881
338
$11.3M 0.05%
421,419
+241,639
339
$11.3M 0.05%
237,235
+63,990
340
$11.3M 0.05%
56,444
+331
341
$11.3M 0.05%
95,401
-2,114
342
$11.3M 0.05%
167,663
+23,161
343
$11.3M 0.05%
119,046
+60,753
344
$11.3M 0.05%
116,108
+19,555
345
$11.2M 0.05%
122,983
+3,655
346
$11.2M 0.05%
4,669
-632
347
$11.2M 0.05%
207,043
+77,312
348
$11.2M 0.05%
29,315
-5,046
349
$11.2M 0.05%
37,453
-347
350
$11.1M 0.05%
462,738
+83,173
12 13
14
15 16