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
751
$4.01M 0.02%
+62,050
752
$4.01M 0.02%
133,359
-5,854
753
$4.01M 0.02%
85,319
+2,349
754
$4M 0.02%
64,581
+1,987
755
$4M 0.02%
125,992
+94,348
756
$4M 0.02%
133,154
+29,550
757
$4M 0.02%
39,729
+18,989
758
$3.98M 0.02%
49,307
+5,932
759
$3.97M 0.02%
128,158
-18,521
760
$3.96M 0.02%
28,551
+5
761
$3.96M 0.02%
29,801
+2,310
762
$3.96M 0.02%
15,932
+996
763
$3.96M 0.02%
73,727
+16,064
764
$3.96M 0.02%
112,283
-31,968
765
$3.96M 0.02%
29,460
-4,716
766
$3.95M 0.02%
49,432
-58
767
$3.93M 0.02%
217,716
-27,224
768
$3.92M 0.02%
154,975
-3,072
769
$3.91M 0.02%
29,656
+14,237
770
$3.91M 0.02%
25,005
+810
771
$3.91M 0.02%
60,405
+495
772
$3.91M 0.02%
116,495
+16,900
773
$3.9M 0.02%
36,793
-62
774
$3.9M 0.02%
93,705
-6,743
775
$3.9M 0.02%
80,080
+2,556
29 30
31
32 33