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
826
$3.53M 0.02%
36,862
-1,020
827
$3.52M 0.02%
32,625
-6,031
828
$3.52M 0.02%
25,100
+872
829
$3.52M 0.02%
14,982
+635
830
$3.51M 0.02%
113,640
+11,423
831
$3.51M 0.02%
137,107
-24,556
832
$3.48M 0.02%
131,290
-7,260
833
$3.48M 0.02%
138,899
-8,781
834
$3.48M 0.02%
13,615
+829
835
$3.46M 0.02%
59,664
+1,501
836
$3.46M 0.02%
65,055
+1,202
837
$3.45M 0.02%
94,419
-2,758
838
$3.45M 0.02%
67,890
-1,231
839
$3.44M 0.02%
109,359
+7,564
840
$3.43M 0.02%
55,278
+2,191
841
$3.43M 0.02%
89,657
-30,567
842
$3.42M 0.02%
33,897
-9,060
843
$3.42M 0.02%
11,142,660
+845
844
$3.41M 0.02%
41,421
-295
845
$3.41M 0.02%
97,453
+70,275
846
$3.41M 0.02%
8,943
-197
847
$3.4M 0.02%
39,662
-2,335
848
$3.4M 0.02%
43,308
+7,387
849
$3.39M 0.02%
110,989
+46,891
850
$3.39M 0.02%
136,173
+1,395
32 33
34
35 36