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
76
$50.6M 0.23%
251,587
+12,698
77
$49.8M 0.22%
345,842
+56,188
78
$49.3M 0.22%
2,652,736
-114,116
79
$48.7M 0.22%
2,397,241
+128,293
80
$48.3M 0.22%
411,546
-8,836
81
$47.2M 0.21%
407,074
-51,380
82
$47.2M 0.21%
177,130
+10,724
83
$47.2M 0.21%
271,548
+23,683
84
$46.9M 0.21%
655,140
+123,971
85
$46.4M 0.21%
259,451
-19,593
86
$46.1M 0.21%
2,203,172
-29,853
87
$46M 0.21%
635,441
+184,440
88
$45.9M 0.21%
126,359
+37,883
89
$45.9M 0.21%
171,093
+4,617
90
$45.2M 0.2%
178,026
+6,026
91
$44.2M 0.2%
234,180
+16,204
92
$43.5M 0.19%
1,685,072
+1,657,131
93
$42.6M 0.19%
706,880
+6,420
94
$42.5M 0.19%
1,230,067
-8,043
95
$42.1M 0.19%
429,161
+23,582
96
$42M 0.19%
662,452
-11,760
97
$41.1M 0.18%
534,883
-22,451
98
$41M 0.18%
920,843
+100,186
99
$41M 0.18%
317,264
-14,011
100
$40.8M 0.18%
348,546
+8,963
2 3
4
5 6