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
26
$106M 0.47%
2,046,011
+589,343
27
$105M 0.47%
920,076
-50,657
28
$105M 0.47%
1,249,710
+367,047
29
$104M 0.47%
1,230,344
+106,249
30
$102M 0.46%
694,126
+48,814
31
$97.2M 0.43%
594,436
+8,793
32
$97M 0.43%
847,074
-5,832
33
$94.2M 0.42%
1,075,133
+9,604
34
$94.2M 0.42%
594,634
+29,618
35
$94.1M 0.42%
1,661,520
-52,850
36
$93.4M 0.42%
1,888,400
-77,378
37
$93.2M 0.42%
1,248,877
+217,775
38
$92.3M 0.41%
1,807,537
-81,622
39
$91.3M 0.41%
814,645
+41,007
40
$90.9M 0.41%
1,540,131
+76,914
41
$90.6M 0.41%
269,349
-1,457
42
$90.3M 0.4%
583,266
+63,311
43
$90.1M 0.4%
217,017
+4,295
44
$87.9M 0.39%
853,950
-10,926
45
$85.5M 0.38%
500,041
-36,878
46
$85.1M 0.38%
788,411
+77,085
47
$83.2M 0.37%
486,292
+4,979
48
$83.1M 0.37%
878,154
-70,693
49
$80.6M 0.36%
356,767
+47,446
50
$80.4M 0.36%
695,034
+15,671
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