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
926
$2.97M 0.01%
50,356
-10,289
927
$2.97M 0.01%
34,575
+6,089
928
$2.97M 0.01%
4,505
+417
929
$2.96M 0.01%
9,305
+293
930
$2.96M 0.01%
125,755
+67,801
931
$2.96M 0.01%
107,447
+731
932
$2.94M 0.01%
25,601
-25,900
933
$2.94M 0.01%
90,212
+10,284
934
$2.94M 0.01%
89,476
+1,785
935
$2.93M 0.01%
62,019
-108
936
$2.93M 0.01%
42,909
-172
937
$2.93M 0.01%
191,514
-7,712
938
$2.92M 0.01%
31,199
+7,814
939
$2.91M 0.01%
428,075
-3,268
940
$2.9M 0.01%
58,474
-537
941
$2.9M 0.01%
72,226
+322
942
$2.89M 0.01%
52,227
+22,440
943
$2.89M 0.01%
33,101
+5,592
944
$2.88M 0.01%
173,705
-9,479
945
$2.87M 0.01%
110,569
+18,303
946
$2.86M 0.01%
114,213
+11,326
947
$2.85M 0.01%
75,124
+38
948
$2.85M 0.01%
158,672
-8,245
949
$2.85M 0.01%
24,561
-917
950
$2.84M 0.01%
19,835
+5,886
36 37
38
39 40