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
626
$5.22M 0.02%
117,612
-5,286
627
$5.21M 0.02%
118,313
-52,381
628
$5.18M 0.02%
171,364
+48
629
$5.12M 0.02%
119,759
+55,459
630
$5.11M 0.02%
620,677
+35,028
631
$5.11M 0.02%
44,346
-11,056
632
$5.11M 0.02%
102,181
+10,463
633
$5.1M 0.02%
63,150
+52,885
634
$5.09M 0.02%
56,324
+38,597
635
$5.07M 0.02%
61,410
+3,715
636
$5.07M 0.02%
120,567
+9,582
637
$5.07M 0.02%
96,872
-1,059
638
$5.06M 0.02%
86,719
+4,233
639
$5.03M 0.02%
91,157
+15,147
640
$5.03M 0.02%
185,194
-22,536
641
$5.03M 0.02%
267,178
-60,941
642
$5.03M 0.02%
43,142
-4,187
643
$5.02M 0.02%
71,550
+2,685
644
$5.02M 0.02%
65,156
-12,292
645
$5.01M 0.02%
90,866
+3,028
646
$5.01M 0.02%
96,098
-37,689
647
$5M 0.02%
49,332
+195
648
$4.97M 0.02%
117,901
+68,138
649
$4.96M 0.02%
88,337
+2,236
650
$4.96M 0.02%
84,367
+2,978
24 25
26
27 28