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
1101
$2.16M 0.01%
14,527
-927
1102
$2.16M 0.01%
21,461
-15,494
1103
$2.15M 0.01%
41,385
-26,996
1104
$2.15M 0.01%
122,215
-187,051
1105
$2.14M 0.01%
79,288
+5,314
1106
$2.14M 0.01%
67,317
+5,210
1107
$2.13M 0.01%
9,369
-1,108
1108
$2.13M 0.01%
9,093
+1,520
1109
$2.12M 0.01%
43,153
-1,477
1110
$2.12M 0.01%
144,264
-3,569
1111
$2.12M 0.01%
34,764
+9,871
1112
$2.12M 0.01%
+105,000
1113
$2.12M 0.01%
20,914
+702
1114
$2.12M 0.01%
17,492
-12,535
1115
$2.11M 0.01%
113,260
+3,724
1116
$2.1M 0.01%
107,247
+68,989
1117
$2.1M 0.01%
29,490
+2,179
1118
$2.1M 0.01%
24,577
+724
1119
$2.09M 0.01%
38,002
+514
1120
$2.09M 0.01%
45,377
+13,112
1121
$2.09M 0.01%
19,378
+924
1122
$2.09M 0.01%
27,431
+911
1123
$2.08M 0.01%
26,385
+7,123
1124
$2.08M 0.01%
30,668
-280
1125
$2.08M 0.01%
60,224
-14,424
43 44
45
46 47