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
676
$4.64M 0.02%
183,434
+8,758
677
$4.64M 0.02%
183,400
+11,880
678
$4.61M 0.02%
63,766
+2,419
679
$4.6M 0.02%
29,630
-676
680
$4.59M 0.02%
167,238
-23,124
681
$4.58M 0.02%
49,350
-600
682
$4.57M 0.02%
128,622
+16,287
683
$4.56M 0.02%
100,765
+1,396
684
$4.54M 0.02%
44,098
+9,984
685
$4.54M 0.02%
+89,105
686
$4.53M 0.02%
64,398
+1,855
687
$4.52M 0.02%
10,269
+386
688
$4.51M 0.02%
112,783
-138
689
$4.51M 0.02%
105,182
+1,178
690
$4.51M 0.02%
64,325
-3,491
691
$4.51M 0.02%
74,080
+12,520
692
$4.5M 0.02%
149,450
+32,351
693
$4.49M 0.02%
185,597
+33,244
694
$4.49M 0.02%
74,175
+2,172
695
$4.47M 0.02%
208,988
+18,398
696
$4.43M 0.02%
97,842
-14,337
697
$4.43M 0.02%
27,490
+759
698
$4.42M 0.02%
19,693
+1,504
699
$4.41M 0.02%
144,869
+106,271
700
$4.39M 0.02%
86,841
+8,358
26 27
28
29 30