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
976
$2.68M 0.01%
12,189
-45
977
$2.67M 0.01%
45,014
-767
978
$2.67M 0.01%
62,687
-34,647
979
$2.67M 0.01%
56,860
-1,724
980
$2.67M 0.01%
30,562
+2,696
981
$2.67M 0.01%
54,966
+222
982
$2.66M 0.01%
14,092
+266
983
$2.66M 0.01%
27,376
+20,730
984
$2.65M 0.01%
51,861
+6,663
985
$2.65M 0.01%
77,653
+11,443
986
$2.65M 0.01%
42,667
-6,050
987
$2.63M 0.01%
37,304
-6,159
988
$2.63M 0.01%
26,800
-4,400
989
$2.63M 0.01%
95,818
+2,843
990
$2.63M 0.01%
87,662
+33,359
991
$2.62M 0.01%
168,169
+5,961
992
$2.62M 0.01%
120,337
+2,800
993
$2.62M 0.01%
5,652
-1,727
994
$2.62M 0.01%
24,792
-71
995
$2.62M 0.01%
39,642
+4,137
996
$2.62M 0.01%
41,926
-2,935
997
$2.61M 0.01%
54,624
+34,001
998
$2.61M 0.01%
27,204
-42,576
999
$2.61M 0.01%
53,403
+5,836
1000
$2.6M 0.01%
49,801
+6,724
38 39
40
41 42