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
1026
$2.46M 0.01%
23,206
+3
1027
$2.46M 0.01%
4,348
-68
1028
$2.46M 0.01%
20,549
-9,255
1029
$2.46M 0.01%
35,933
+844
1030
$2.44M 0.01%
17,825
+616
1031
$2.43M 0.01%
111,132
-2,440
1032
$2.42M 0.01%
14,828
+2,517
1033
$2.42M 0.01%
42,604
+1,230
1034
$2.41M 0.01%
94,043
-2,173
1035
$2.41M 0.01%
131,471
+18,601
1036
$2.4M 0.01%
63,659
+5,800
1037
$2.38M 0.01%
118,982
+91,932
1038
$2.38M 0.01%
3,509
+941
1039
$2.38M 0.01%
25,793
-699
1040
$2.38M 0.01%
48,116
+6,621
1041
$2.37M 0.01%
65,315
-20,862
1042
$2.37M 0.01%
71,276
+13,041
1043
$2.36M 0.01%
400
-10
1044
$2.36M 0.01%
20,728
-16,242
1045
$2.36M 0.01%
61,789
+6,498
1046
$2.36M 0.01%
7,813
+232
1047
$2.36M 0.01%
66,896
+33,357
1048
$2.33M 0.01%
105,177
+2,290
1049
$2.32M 0.01%
63,427
-1,039
1050
$2.31M 0.01%
29,014
+871
40 41
42
43 44