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
601
$5.49M 0.02%
133,315
+3,793
602
$5.47M 0.02%
79,124
+8,556
603
$5.45M 0.02%
116,734
+5,799
604
$5.44M 0.02%
156,764
+1,890
605
$5.44M 0.02%
35,957
+21,084
606
$5.42M 0.02%
47,958
+3,090
607
$5.4M 0.02%
186,202
+12,449
608
$5.39M 0.02%
27,323
+217
609
$5.39M 0.02%
20,509
+1,295
610
$5.39M 0.02%
6,768
+2,480
611
$5.38M 0.02%
86,210
-18,224
612
$5.36M 0.02%
103,860
-4,983
613
$5.36M 0.02%
92,072
-9,269
614
$5.35M 0.02%
213,135
+32,387
615
$5.35M 0.02%
33,011
+2,190
616
$5.34M 0.02%
25,034
+856
617
$5.34M 0.02%
177,564
-3,874
618
$5.33M 0.02%
12,402
+1,406
619
$5.32M 0.02%
65,955
-31
620
$5.3M 0.02%
445,038
+186,874
621
$5.26M 0.02%
161,558
+17,900
622
$5.25M 0.02%
109,388
+544
623
$5.25M 0.02%
246,374
+197,479
624
$5.24M 0.02%
135,321
-7,331
625
$5.23M 0.02%
243,720
+20,589
23 24
25
26 27