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
476
$7.69M 0.03%
113,710
+28,776
477
$7.68M 0.03%
163,200
+69,291
478
$7.68M 0.03%
97,717
+1,633
479
$7.67M 0.03%
349,238
+48,817
480
$7.64M 0.03%
115,287
-174
481
$7.63M 0.03%
91,979
+55,449
482
$7.62M 0.03%
155,977
-2,283
483
$7.58M 0.03%
58,920
+30,203
484
$7.53M 0.03%
29,997
+39
485
$7.52M 0.03%
164,872
-2,742
486
$7.52M 0.03%
102,679
+1,573
487
$7.51M 0.03%
214,750
+15,300
488
$7.45M 0.03%
207,300
+75,108
489
$7.43M 0.03%
177,306
+4,778
490
$7.42M 0.03%
218,385
+49,740
491
$7.37M 0.03%
513,093
-1,280
492
$7.32M 0.03%
87,020
+2,918
493
$7.31M 0.03%
94,167
+10,064
494
$7.29M 0.03%
164,375
-17,858
495
$7.27M 0.03%
189,436
+81,952
496
$7.24M 0.03%
117,832
-17,596
497
$7.24M 0.03%
69,760
+17,791
498
$7.24M 0.03%
172,669
-19,775
499
$7.23M 0.03%
184,190
-5,058
500
$7.16M 0.03%
66,713
+7,760
18 19
20
21 22