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
726
$4.16M 0.02%
105,902
-12,760
727
$4.16M 0.02%
197,554
+30,631
728
$4.14M 0.02%
87,675
+6,189
729
$4.14M 0.02%
6,302
-935
730
$4.13M 0.02%
40,253
-1,709
731
$4.13M 0.02%
62,096
+1,213
732
$4.12M 0.02%
63,711
+54,873
733
$4.12M 0.02%
79,705
-2,949
734
$4.11M 0.02%
385,313
+11,519
735
$4.11M 0.02%
73,190
+15,812
736
$4.1M 0.02%
81,853
+32
737
$4.09M 0.02%
401,755
+261,757
738
$4.09M 0.02%
117,766
-1,159
739
$4.09M 0.02%
202,179
+3,473
740
$4.09M 0.02%
75,992
-10,466
741
$4.07M 0.02%
11,005
-759
742
$4.06M 0.02%
74,379
+937
743
$4.05M 0.02%
89,375
+6,741
744
$4.05M 0.02%
174,516
-13,399
745
$4.04M 0.02%
10,926
+3,094
746
$4.03M 0.02%
73,880
-19,398
747
$4.03M 0.02%
55,705
-3,097
748
$4.02M 0.02%
33,660
+5,772
749
$4.02M 0.02%
44,024
+6,499
750
$4.02M 0.02%
126,419
-741
28 29
30
31 32