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
801
$3.71M 0.02%
112,841
+17,147
802
$3.69M 0.02%
164,693
-4,514
803
$3.68M 0.02%
72,771
+61,756
804
$3.68M 0.02%
147,399
+10,374
805
$3.67M 0.02%
223,775
-77,580
806
$3.66M 0.02%
51,508
-2,098
807
$3.65M 0.02%
142,488
+852
808
$3.65M 0.02%
66,186
+10,538
809
$3.64M 0.02%
70,383
-57,442
810
$3.63M 0.02%
114,671
+5,390
811
$3.63M 0.02%
236,332
+3,131
812
$3.61M 0.02%
48,363
+12,091
813
$3.6M 0.02%
351,057
+4,394
814
$3.6M 0.02%
83,006
+1,448
815
$3.6M 0.02%
29,300
+488
816
$3.59M 0.02%
135,378
+42,234
817
$3.59M 0.02%
52,894
+31,306
818
$3.59M 0.02%
115,742
-2,813
819
$3.58M 0.02%
136,010
+41,966
820
$3.58M 0.02%
109,379
-38,547
821
$3.57M 0.02%
75,792
+42,321
822
$3.57M 0.02%
391,160
+18,741
823
$3.56M 0.02%
207,812
+76,002
824
$3.55M 0.02%
212,175
+13,775
825
$3.54M 0.02%
149,676
+699
31 32
33
34 35