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
526
$6.8M 0.03%
307,589
+168,809
527
$6.77M 0.03%
181,893
-2,262
528
$6.75M 0.03%
48,206
+573
529
$6.74M 0.03%
23,876
-383
530
$6.73M 0.03%
222,155
+160,340
531
$6.73M 0.03%
96,778
+11,197
532
$6.72M 0.03%
111,840
+2,115
533
$6.72M 0.03%
254,594
-12,334
534
$6.71M 0.03%
257,169
-12,454
535
$6.68M 0.03%
10,586
+513
536
$6.63M 0.03%
37,474
+3,086
537
$6.61M 0.03%
28,795
+3,701
538
$6.59M 0.03%
215,570
+89,236
539
$6.59M 0.03%
34,096
+273
540
$6.5M 0.03%
54,842
+900
541
$6.49M 0.03%
109,437
-2,482
542
$6.48M 0.03%
83,009
+50,013
543
$6.46M 0.03%
48,245
-516
544
$6.45M 0.03%
68,206
+4,242
545
$6.43M 0.03%
18,987
+851
546
$6.42M 0.03%
406,266
+74,517
547
$6.41M 0.03%
58,748
-929
548
$6.4M 0.03%
108,180
-77,744
549
$6.35M 0.03%
32,632
+6,707
550
$6.33M 0.03%
61,078
+19,379
20 21
22
23 24