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
351
$11.1M 0.05%
119,305
+1,070
352
$11M 0.05%
517,554
+24,304
353
$10.9M 0.05%
112,772
-3,822
354
$10.9M 0.05%
52,212
+2,472
355
$10.9M 0.05%
101,040
+3,634
356
$10.8M 0.05%
149,323
-3,502
357
$10.8M 0.05%
24
358
$10.8M 0.05%
240,742
+18,669
359
$10.7M 0.05%
155,585
-4,323
360
$10.7M 0.05%
98,484
-1,025
361
$10.7M 0.05%
43,158
+357
362
$10.6M 0.05%
50,829
+1,205
363
$10.6M 0.05%
228,831
+11,275
364
$10.6M 0.05%
118,905
+3,530
365
$10.6M 0.05%
226,845
-387
366
$10.6M 0.05%
42,802
+768
367
$10.5M 0.05%
209,204
-34,921
368
$10.5M 0.05%
116,237
-61,336
369
$10.5M 0.05%
88,549
-6,514
370
$10.5M 0.05%
62,190
+1,534
371
$10.4M 0.05%
386,188
+7,442
372
$10.4M 0.05%
259,717
-1,736
373
$10.3M 0.05%
247,973
+2,287
374
$10.3M 0.05%
63,240
+6,054
375
$10.3M 0.05%
226,798
+733
13 14
15
16 17