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
651
$4.94M 0.02%
22,428
-2,307
652
$4.92M 0.02%
53,332
-5,365
653
$4.91M 0.02%
33,820
-1,319
654
$4.87M 0.02%
+178,749
655
$4.86M 0.02%
77,348
-9,450
656
$4.86M 0.02%
82,346
+3,211
657
$4.85M 0.02%
81,134
-10,291
658
$4.83M 0.02%
169,543
+3,151
659
$4.79M 0.02%
50,276
+4,263
660
$4.75M 0.02%
54,346
+4,162
661
$4.72M 0.02%
8,774
+4,922
662
$4.71M 0.02%
67,662
-6,706
663
$4.71M 0.02%
167,620
+50,032
664
$4.7M 0.02%
69,381
-2,425
665
$4.7M 0.02%
104,372
+2,626
666
$4.69M 0.02%
57,572
-2,958
667
$4.69M 0.02%
181,925
+4,685
668
$4.68M 0.02%
28,030
+6,721
669
$4.68M 0.02%
109,909
+36,484
670
$4.68M 0.02%
66,813
+6,849
671
$4.67M 0.02%
51,324
+3,685
672
$4.67M 0.02%
69,811
-2,027
673
$4.65M 0.02%
140,259
+2,700
674
$4.64M 0.02%
160,999
+8,560
675
$4.64M 0.02%
52,081
+818
25 26
27
28 29