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
501
$7.14M 0.03%
81,586
+8,087
502
$7.14M 0.03%
69,625
-7,503
503
$7.14M 0.03%
202,315
+4,020
504
$7.13M 0.03%
66,349
-22,293
505
$7.12M 0.03%
129,612
+1,710
506
$7.11M 0.03%
199,948
+4,515
507
$7.08M 0.03%
218,560
+3,410
508
$7.07M 0.03%
388,232
+1,479
509
$7.01M 0.03%
32,149
+1,328
510
$7.01M 0.03%
125,860
-22,178
511
$7.01M 0.03%
72,170
+6,379
512
$7M 0.03%
134,254
-5,625
513
$6.99M 0.03%
148,719
+7,062
514
$6.93M 0.03%
31,646
+804
515
$6.89M 0.03%
41,716
-2,534
516
$6.89M 0.03%
21,432
-2,899
517
$6.88M 0.03%
78,949
+5,205
518
$6.88M 0.03%
85,114
-2,939
519
$6.88M 0.03%
189,076
-2,444
520
$6.85M 0.03%
166,242
-3,125
521
$6.82M 0.03%
29,072
-677
522
$6.82M 0.03%
207,527
+83,116
523
$6.81M 0.03%
39,032
-1,514
524
$6.8M 0.03%
65,970
+29,290
525
$6.8M 0.03%
170,699
-5,325
19 20
21
22 23