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
876
$3.24M 0.01%
90,127
+1,698
877
$3.23M 0.01%
41,530
+2,363
878
$3.23M 0.01%
69,191
+6,771
879
$3.23M 0.01%
220,185
+10,926
880
$3.22M 0.01%
47,604
+559
881
$3.21M 0.01%
35,682
-3,257
882
$3.21M 0.01%
14,147
+1,816
883
$3.2M 0.01%
127,187
+5,593
884
$3.19M 0.01%
7,684
+95
885
$3.19M 0.01%
41,017
-12,574
886
$3.18M 0.01%
39,154
+2,026
887
$3.18M 0.01%
60,011
+3,071
888
$3.17M 0.01%
296,445
+20,709
889
$3.17M 0.01%
27,286
+4,629
890
$3.16M 0.01%
59,961
-811
891
$3.15M 0.01%
36,214
+1,496
892
$3.15M 0.01%
45,902
+6,865
893
$3.14M 0.01%
84,459
+12,042
894
$3.14M 0.01%
72,555
+4,569
895
$3.13M 0.01%
32,850
-8,112
896
$3.13M 0.01%
12,892
+1,799
897
$3.13M 0.01%
72,243
-7,752
898
$3.13M 0.01%
100,352
+7,239
899
$3.13M 0.01%
66,375
+11,070
900
$3.12M 0.01%
81,721
+9,950
34 35
36
37 38