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
576
$5.97M 0.03%
64,289
+4,240
577
$5.92M 0.03%
50,308
+9,118
578
$5.91M 0.03%
101,748
-9,483
579
$5.89M 0.03%
97,093
+6,003
580
$5.88M 0.03%
171,380
-105
581
$5.88M 0.03%
270,187
-110,228
582
$5.88M 0.03%
60,931
+2,638
583
$5.87M 0.03%
102,752
+2,578
584
$5.83M 0.03%
77,673
-1,165
585
$5.83M 0.03%
171,016
+2,858
586
$5.83M 0.03%
67,219
+2,594
587
$5.79M 0.03%
721,665
+8,090
588
$5.78M 0.03%
21,256
-354
589
$5.75M 0.03%
52,999
-6,008
590
$5.73M 0.03%
145,030
-5,410
591
$5.71M 0.03%
52,543
+806
592
$5.66M 0.03%
169,633
-7,928
593
$5.66M 0.03%
186,050
+1,410
594
$5.65M 0.03%
62,608
-89,970
595
$5.65M 0.03%
58,714
+2,253
596
$5.57M 0.02%
31,092
+4,384
597
$5.55M 0.02%
162,320
+22,064
598
$5.55M 0.02%
359,969
+24,047
599
$5.55M 0.02%
+424,367
600
$5.51M 0.02%
211,209
+55,626
22 23
24
25 26