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
426
$8.66M 0.04%
81,485
+17,866
427
$8.64M 0.04%
832,050
-12,900
428
$8.63M 0.04%
269,564
+868
429
$8.62M 0.04%
120,058
+2,099
430
$8.62M 0.04%
65,556
-86,196
431
$8.61M 0.04%
119,720
-12,190
432
$8.6M 0.04%
117,576
+3,312
433
$8.59M 0.04%
28,246
+1,829
434
$8.55M 0.04%
264,636
+26,704
435
$8.53M 0.04%
349,425
-33,657
436
$8.5M 0.04%
421,764
+14,704
437
$8.49M 0.04%
202,214
-186
438
$8.46M 0.04%
37,042
+2,847
439
$8.46M 0.04%
197,437
-15,523
440
$8.42M 0.04%
147,850
+1,600
441
$8.41M 0.04%
186,438
+60,665
442
$8.38M 0.04%
42,624
+344
443
$8.38M 0.04%
416,496
+74,037
444
$8.37M 0.04%
747,574
+11,014
445
$8.26M 0.04%
43,733
-4,244
446
$8.24M 0.04%
134,017
+54,108
447
$8.21M 0.04%
77,581
+725
448
$8.21M 0.04%
108,074
-6,478
449
$8.19M 0.04%
34,710
+235
450
$8.19M 0.04%
543,944
+6,951
16 17
18
19 20