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
851
$3.38M 0.02%
99,745
+7,302
852
$3.37M 0.02%
40,066
+411
853
$3.36M 0.02%
12,432
-1,020
854
$3.34M 0.01%
2,477
-313
855
$3.34M 0.01%
20,410
+11,559
856
$3.33M 0.01%
114,948
-482
857
$3.33M 0.01%
23,861
-2,879
858
$3.32M 0.01%
49,803
+15,333
859
$3.32M 0.01%
49,953
-1,963
860
$3.32M 0.01%
48,906
+19,899
861
$3.31M 0.01%
99,571
+16,600
862
$3.31M 0.01%
100,738
+2,958
863
$3.31M 0.01%
61,141
+4,414
864
$3.31M 0.01%
85,993
+12,040
865
$3.31M 0.01%
25,380
+138
866
$3.3M 0.01%
24,934
+128
867
$3.3M 0.01%
113,196
+4,584
868
$3.29M 0.01%
+31,770
869
$3.29M 0.01%
5,826
+967
870
$3.27M 0.01%
75,182
-1,653
871
$3.27M 0.01%
6,174
-1,762
872
$3.26M 0.01%
215,868
+6,108
873
$3.25M 0.01%
241,963
+18,998
874
$3.24M 0.01%
167,541
+7,158
875
$3.24M 0.01%
35,298
-6,377
33 34
35
36 37