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
401
$9.24M 0.04%
250,748
-91
402
$9.22M 0.04%
474,866
-2,847
403
$9.19M 0.04%
36,417
-3,527
404
$9.17M 0.04%
180,848
-7,514
405
$9.12M 0.04%
163,045
-4,811
406
$9.05M 0.04%
371,057
+2,583
407
$9.04M 0.04%
32,586
-16,535
408
$9M 0.04%
83,145
+2,581
409
$8.98M 0.04%
239,480
+7,094
410
$8.98M 0.04%
51,962
-3,891
411
$8.97M 0.04%
203,235
-17,228
412
$8.96M 0.04%
120,279
+2,608
413
$8.95M 0.04%
228,988
+36,113
414
$8.94M 0.04%
285,904
+21,142
415
$8.93M 0.04%
430,417
+160,428
416
$8.92M 0.04%
33,868
+4,178
417
$8.88M 0.04%
256,658
-86,664
418
$8.87M 0.04%
38,878
+1,379
419
$8.87M 0.04%
125,197
+53,428
420
$8.87M 0.04%
177,568
-16,892
421
$8.81M 0.04%
19,007
+1,524
422
$8.75M 0.04%
102,532
+7,424
423
$8.72M 0.04%
93,761
-1,006
424
$8.7M 0.04%
290,124
+14,050
425
$8.69M 0.04%
547,908
+14,875
15 16
17
18 19