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
1151
$1.98M 0.01%
+60,168
1152
$1.98M 0.01%
2,960
-883
1153
$1.98M 0.01%
8,835
-1,543
1154
$1.97M 0.01%
123,369
+40,833
1155
$1.97M 0.01%
17,449
-1,428
1156
$1.96M 0.01%
19,308
+5,662
1157
$1.95M 0.01%
330,099
+32,445
1158
$1.95M 0.01%
38,346
+17,764
1159
$1.94M 0.01%
53,864
-2,958
1160
$1.94M 0.01%
33,349
+12,458
1161
$1.94M 0.01%
88,879
+13,121
1162
$1.94M 0.01%
40,337
+4,214
1163
$1.93M 0.01%
12,580
+376
1164
$1.93M 0.01%
39,517
+2,086
1165
$1.93M 0.01%
34,957
+4,054
1166
$1.93M 0.01%
23,368
+6,770
1167
$1.92M 0.01%
65,000
-2,438
1168
$1.92M 0.01%
209,133
+29,256
1169
$1.92M 0.01%
41,800
-653
1170
$1.92M 0.01%
32,139
-145,974
1171
$1.91M 0.01%
32,511
+19,590
1172
$1.91M 0.01%
31,159
+291
1173
$1.91M 0.01%
36,701
-482
1174
$1.91M 0.01%
66,479
-896
1175
$1.91M 0.01%
17,008
-9,114
45 46
47
48 49