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
901
$3.12M 0.01%
8,184
-4,714
902
$3.12M 0.01%
33,592
-4,816
903
$3.1M 0.01%
228,440
+10,353
904
$3.1M 0.01%
+180,329
905
$3.09M 0.01%
26,921
+10,839
906
$3.08M 0.01%
29,328
+440
907
$3.07M 0.01%
82,165
+24,429
908
$3.07M 0.01%
10,922
+2,380
909
$3.07M 0.01%
364,850
+11,488
910
$3.06M 0.01%
26,518
+614
911
$3.05M 0.01%
20,259
+3,477
912
$3.05M 0.01%
58,832
+122
913
$3.04M 0.01%
84,192
+10,534
914
$3.04M 0.01%
44,563
+5,049
915
$3.04M 0.01%
106,337
+31,825
916
$3.04M 0.01%
157,465
-45,228
917
$3.02M 0.01%
39,318
-14,586
918
$3.02M 0.01%
135,240
-2,603
919
$3M 0.01%
462,178
-71,259
920
$3M 0.01%
16,092
+864
921
$2.99M 0.01%
44,808
+1,944
922
$2.99M 0.01%
77,664
-13,703
923
$2.98M 0.01%
68,366
+8,595
924
$2.98M 0.01%
70,731
+14,657
925
$2.98M 0.01%
6,356
-1,426
35 36
37
38 39