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
376
$10.2M 0.05%
26,325
+1,635
377
$10.2M 0.05%
260,322
+33,888
378
$10.1M 0.05%
340,965
+77,683
379
$10.1M 0.05%
179,245
+1,471
380
$9.95M 0.04%
243,594
+4,361
381
$9.93M 0.04%
95,074
-122,046
382
$9.84M 0.04%
175,499
+14,270
383
$9.82M 0.04%
27,919
+3,922
384
$9.79M 0.04%
471,294
+56,314
385
$9.79M 0.04%
232,065
+102,360
386
$9.77M 0.04%
79,986
+10,189
387
$9.76M 0.04%
164,112
+2,394
388
$9.71M 0.04%
38,249
-20,059
389
$9.7M 0.04%
361,223
+11,439
390
$9.69M 0.04%
58,371
-41,056
391
$9.68M 0.04%
46,866
+59
392
$9.58M 0.04%
83,887
-67,159
393
$9.55M 0.04%
98,864
+8,512
394
$9.51M 0.04%
14,786
+1,776
395
$9.42M 0.04%
866,944
+51,306
396
$9.36M 0.04%
116,898
+706
397
$9.35M 0.04%
331,086
+25,720
398
$9.33M 0.04%
110,546
+39,859
399
$9.33M 0.04%
166,101
+8,639
400
$9.32M 0.04%
48,164
+280
14 15
16
17 18