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
951
$2.83M 0.01%
109,319
+70,246
952
$2.83M 0.01%
129,109
+43,154
953
$2.81M 0.01%
3,325
-679
954
$2.81M 0.01%
49,396
-3,290
955
$2.81M 0.01%
30,910
+8,709
956
$2.81M 0.01%
93,026
+11,527
957
$2.8M 0.01%
77,333
+363
958
$2.8M 0.01%
76,548
-6,672
959
$2.8M 0.01%
32,143
-1,306
960
$2.8M 0.01%
49,546
+1,691
961
$2.78M 0.01%
12,897
+2,028
962
$2.78M 0.01%
8,356
+879
963
$2.77M 0.01%
30,990
+4,253
964
$2.77M 0.01%
228,133
-3,683
965
$2.76M 0.01%
154,019
+11,043
966
$2.76M 0.01%
60,751
-876
967
$2.75M 0.01%
40,963
+3,376
968
$2.75M 0.01%
42,629
+468
969
$2.74M 0.01%
120,145
+2,275
970
$2.73M 0.01%
139,806
+84,861
971
$2.72M 0.01%
25,722
+3,677
972
$2.72M 0.01%
19,978
-208
973
$2.72M 0.01%
+111,051
974
$2.7M 0.01%
45,438
-295
975
$2.69M 0.01%
43,997
-1,293
37 38
39
40 41