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
1051
$2.31M 0.01%
73,377
+2,919
1052
$2.31M 0.01%
44,673
+20,282
1053
$2.31M 0.01%
42,510
-202
1054
$2.31M 0.01%
152,588
-1,922
1055
$2.3M 0.01%
35,699
+348
1056
$2.3M 0.01%
38,386
+435
1057
$2.3M 0.01%
65,999
-3,209
1058
$2.3M 0.01%
38,829
-27,603
1059
$2.29M 0.01%
88,877
-26,056
1060
$2.29M 0.01%
10,816
+1,032
1061
$2.29M 0.01%
13,891
-828
1062
$2.29M 0.01%
29,914
+2,815
1063
$2.29M 0.01%
48,047
+3,333
1064
$2.29M 0.01%
36,851
-49,631
1065
$2.29M 0.01%
109,798
+98,658
1066
$2.29M 0.01%
5,541
-847
1067
$2.28M 0.01%
44,654
-1,180
1068
$2.27M 0.01%
62,195
+33,012
1069
$2.27M 0.01%
6,026
-238
1070
$2.27M 0.01%
41,955
-277,697
1071
$2.26M 0.01%
84,929
-1,211
1072
$2.25M 0.01%
12,309
+181
1073
$2.25M 0.01%
20,268
+2,688
1074
$2.25M 0.01%
16,018
-80,605
1075
$2.24M 0.01%
8,729
-236
41 42
43
44 45