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
51
$79.5M 0.36%
4,192,800
+82,164
52
$79.5M 0.36%
366,855
-6,714
53
$75.8M 0.34%
1,433,656
-29,517
54
$73.9M 0.33%
290,121
+11,477
55
$71M 0.32%
524,159
-9,067
56
$69.6M 0.31%
524,971
-15,229
57
$64.9M 0.29%
2,408,103
+375,327
58
$64.1M 0.29%
1,153,610
+35,780
59
$61.5M 0.28%
276,522
-86,273
60
$60.7M 0.27%
567,501
+40,137
61
$59.4M 0.27%
104,641
+6,965
62
$59.1M 0.26%
362,832
+5,460
63
$59M 0.26%
964,037
-24,548
64
$58.6M 0.26%
2,022,186
-73,863
65
$56.7M 0.25%
185,447
+5,124
66
$56M 0.25%
1,077,431
-20,681
67
$55.5M 0.25%
374,222
+204,845
68
$55M 0.25%
109,460
+3,302
69
$54.6M 0.24%
119,212
+7,885
70
$54M 0.24%
1,120,680
-8,643
71
$54M 0.24%
631,674
-32,412
72
$53.1M 0.24%
240,366
-12,109
73
$51.5M 0.23%
634,175
-105,646
74
$51.4M 0.23%
812,826
+220,432
75
$50.8M 0.23%
441,602
+190,565
1 2
3
4 5