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
1001
$2.6M 0.01%
59,450
+3,160
1002
$2.6M 0.01%
79,697
-557
1003
$2.6M 0.01%
30,290
+10,564
1004
$2.58M 0.01%
182,541
+21,431
1005
$2.58M 0.01%
88,122
+6,706
1006
$2.58M 0.01%
65,832
+1,899
1007
$2.58M 0.01%
14,894
-3,888
1008
$2.58M 0.01%
19,505
-8,990
1009
$2.57M 0.01%
63,710
+2,494
1010
$2.56M 0.01%
40,754
+4,517
1011
$2.56M 0.01%
263,007
+20,721
1012
$2.55M 0.01%
10,084
+5,787
1013
$2.54M 0.01%
58,575
-3,842
1014
$2.54M 0.01%
32,882
+10,995
1015
$2.54M 0.01%
51,304
+22,866
1016
$2.53M 0.01%
18,644
-42
1017
$2.53M 0.01%
48,484
+6,799
1018
$2.53M 0.01%
40,424
+584
1019
$2.51M 0.01%
119,888
-12,262
1020
$2.5M 0.01%
37,653
+66
1021
$2.5M 0.01%
64,069
+39,857
1022
$2.48M 0.01%
13,557
+313
1023
$2.47M 0.01%
16,322
-958
1024
$2.46M 0.01%
32,006
-475
1025
$2.46M 0.01%
32,114
+1,079
39 40
41
42 43