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
776
$3.9M 0.02%
98,880
+17,480
777
$3.88M 0.02%
53,051
+5,584
778
$3.87M 0.02%
102,713
+7,961
779
$3.87M 0.02%
374,434
780
$3.86M 0.02%
59,690
+46,224
781
$3.84M 0.02%
48,610
+1,129
782
$3.83M 0.02%
43,154
-3,317
783
$3.83M 0.02%
215,984
+2,870
784
$3.83M 0.02%
45,017
+8,826
785
$3.82M 0.02%
+149,112
786
$3.82M 0.02%
455,736
+53,889
787
$3.81M 0.02%
20,910
+314
788
$3.8M 0.02%
62,733
-7,808
789
$3.79M 0.02%
75,338
+1,596
790
$3.79M 0.02%
61,356
+10,000
791
$3.77M 0.02%
87,982
-1,243
792
$3.77M 0.02%
234,152
-1,882
793
$3.75M 0.02%
39,009
+6,342
794
$3.74M 0.02%
81,633
+37,754
795
$3.74M 0.02%
116,789
+3,673
796
$3.72M 0.02%
55,852
+45,073
797
$3.72M 0.02%
72,326
-196
798
$3.71M 0.02%
107,228
-41,365
799
$3.71M 0.02%
72,293
+2,389
800
$3.71M 0.02%
111,928
+22,362
30 31
32
33 34