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
1076
$2.24M 0.01%
25,719
+898
1077
$2.24M 0.01%
27,966
+770
1078
$2.24M 0.01%
117,834
+4,513
1079
$2.23M 0.01%
148,542
-498
1080
$2.23M 0.01%
81,840
+18,462
1081
$2.23M 0.01%
93,624
-19,128
1082
$2.23M 0.01%
16,107
+474
1083
$2.22M 0.01%
36,595
+18,738
1084
$2.22M 0.01%
52,878
+3,001
1085
$2.22M 0.01%
55,170
-3,474
1086
$2.21M 0.01%
67,023
+13,857
1087
$2.21M 0.01%
51,414
+2,308
1088
$2.21M 0.01%
132,490
+4,809
1089
$2.21M 0.01%
4,497
+98
1090
$2.21M 0.01%
39,097
+7,684
1091
$2.21M 0.01%
12,209
+967
1092
$2.2M 0.01%
15,675
+762
1093
$2.19M 0.01%
1,778
-1
1094
$2.19M 0.01%
43,647
-4,346
1095
$2.19M 0.01%
87,509
+14,422
1096
$2.18M 0.01%
19,822
+943
1097
$2.17M 0.01%
22,975
-10,817
1098
$2.17M 0.01%
61,995
+5,794
1099
$2.17M 0.01%
52,343
-1,511
1100
$2.17M 0.01%
31,785
-2,497
42 43
44
45 46