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
1176
$1.91M 0.01%
33,820
-494
1177
$1.91M 0.01%
14,728
+1,964
1178
$1.9M 0.01%
26,032
-9,439
1179
$1.9M 0.01%
16,406
-5,004
1180
$1.9M 0.01%
71,950
-8,761
1181
$1.89M 0.01%
139,783
-3,363
1182
$1.89M 0.01%
12,007
+1,019
1183
$1.89M 0.01%
37,336
+27,214
1184
$1.88M 0.01%
12,047
-2,181
1185
$1.88M 0.01%
8,219
-179
1186
$1.88M 0.01%
90,188
+7,369
1187
$1.88M 0.01%
80,850
+33,481
1188
$1.88M 0.01%
9,291
+1,919
1189
$1.87M 0.01%
49,356
+2,972
1190
$1.87M 0.01%
61,533
-234
1191
$1.87M 0.01%
13,364
-552
1192
$1.87M 0.01%
14,040
-697
1193
$1.86M 0.01%
36,353
+4,347
1194
$1.85M 0.01%
60,340
+2,422
1195
$1.85M 0.01%
79,891
+4,720
1196
$1.85M 0.01%
87,526
+2,905
1197
$1.84M 0.01%
30,473
-9,335
1198
$1.84M 0.01%
15,650
-5,247
1199
$1.83M 0.01%
20,749
-1,349
1200
$1.83M 0.01%
431,742
-88,079
46 47
48
49 50