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
1126
$2.07M 0.01%
26,178
+1,292
1127
$2.07M 0.01%
50,192
+5,169
1128
$2.06M 0.01%
53,236
-243
1129
$2.06M 0.01%
49,176
+1,248
1130
$2.06M 0.01%
48,225
+25,021
1131
$2.05M 0.01%
49,566
+249
1132
$2.05M 0.01%
23,292
-435
1133
$2.04M 0.01%
34,066
+8,011
1134
$2.04M 0.01%
35,206
+30,373
1135
$2.04M 0.01%
136,786
+34,874
1136
$2.04M 0.01%
3,091
-1,065
1137
$2.03M 0.01%
28,947
+5,122
1138
$2.03M 0.01%
11,951
-1,185
1139
$2.02M 0.01%
6,736
-7
1140
$2.02M 0.01%
10,905
+1,171
1141
$2.01M 0.01%
67,577
-1,256
1142
$2.01M 0.01%
+20,957
1143
$2M 0.01%
40,392
+4,019
1144
$2M 0.01%
39,658
-97,551
1145
$1.99M 0.01%
12,422
-257
1146
$1.99M 0.01%
47,691
-18,385
1147
$1.99M 0.01%
126,989
+7,466
1148
$1.99M 0.01%
98,004
+11,529
1149
$1.99M 0.01%
162,188
+9,603
1150
$1.99M 0.01%
45,223
+39,552
44 45
46
47 48