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
701
$4.38M 0.02%
59,412
+1,021
702
$4.37M 0.02%
111,729
-3,096
703
$4.36M 0.02%
62,621
+4,163
704
$4.35M 0.02%
21,442
+296
705
$4.35M 0.02%
166,969
+7,878
706
$4.34M 0.02%
27,152
-10,400
707
$4.33M 0.02%
163,139
+11,602
708
$4.33M 0.02%
61,959
+8,253
709
$4.33M 0.02%
23,840
+760
710
$4.33M 0.02%
87,017
+7,721
711
$4.32M 0.02%
27,718
+821
712
$4.32M 0.02%
67,384
-2,109
713
$4.32M 0.02%
702,024
+109,514
714
$4.29M 0.02%
+20,572
715
$4.27M 0.02%
78,808
+19,643
716
$4.27M 0.02%
63,850
+6,227
717
$4.25M 0.02%
24,628
-376
718
$4.22M 0.02%
110,388
+16,189
719
$4.22M 0.02%
105,067
+11,270
720
$4.22M 0.02%
59,052
-7,284
721
$4.2M 0.02%
244,942
+4,108
722
$4.2M 0.02%
15,374
+241
723
$4.19M 0.02%
97,704
-64,914
724
$4.17M 0.02%
78,453
+837
725
$4.16M 0.02%
1,986
+72
27 28
29
30 31