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
451
$8.17M 0.04%
89,833
-2,964
452
$8.16M 0.04%
59,802
+1,657
453
$8.06M 0.04%
94,307
-16,858
454
$8.04M 0.04%
23,211
+1,606
455
$8.03M 0.04%
94,229
+7,970
456
$8.02M 0.04%
147,910
-53
457
$7.98M 0.04%
290,075
-38,503
458
$7.98M 0.04%
32,522
+2,356
459
$7.97M 0.04%
20,374
-352
460
$7.97M 0.04%
102,182
+11,077
461
$7.96M 0.04%
309,553
+32,736
462
$7.92M 0.04%
22,693
-547
463
$7.91M 0.04%
89,616
-250
464
$7.91M 0.04%
43,008
-1,291
465
$7.89M 0.04%
44,892
+268
466
$7.88M 0.04%
141,114
+16,413
467
$7.87M 0.04%
198,064
+2,608
468
$7.85M 0.04%
108,319
+246
469
$7.84M 0.04%
371,859
-49,078
470
$7.83M 0.04%
129,616
+12,712
471
$7.78M 0.03%
75,832
+14,639
472
$7.78M 0.03%
69,511
+7,109
473
$7.76M 0.03%
90,970
-1,358
474
$7.72M 0.03%
297,015
+744
475
$7.71M 0.03%
67,636
-1,783
17 18
19
20 21