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
1201
$1.83M 0.01%
15,297
-229
1202
$1.83M 0.01%
13,422
+484
1203
$1.83M 0.01%
9,280
-3,009
1204
$1.83M 0.01%
26,763
-1,938
1205
$1.82M 0.01%
7,078
+3,492
1206
$1.82M 0.01%
8,424
+85
1207
$1.82M 0.01%
32,143
-1,753
1208
$1.82M 0.01%
+23,338
1209
$1.82M 0.01%
8,801
-2,232
1210
$1.81M 0.01%
46,672
+1,966
1211
$1.81M 0.01%
21,385
+459
1212
$1.81M 0.01%
11,996
1213
$1.79M 0.01%
88,120
+45,402
1214
$1.78M 0.01%
7,313
+295
1215
$1.78M 0.01%
53,268
-2,422
1216
$1.78M 0.01%
83,452
+3,768
1217
$1.77M 0.01%
6,038
-5,266
1218
$1.76M 0.01%
48,229
+37,011
1219
$1.76M 0.01%
37,338
-3,533
1220
$1.76M 0.01%
21,889
+7,432
1221
$1.75M 0.01%
12,783
+593
1222
$1.75M 0.01%
+57,307
1223
$1.75M 0.01%
65,876
-111,405
1224
$1.75M 0.01%
22,814
-13,316
1225
$1.75M 0.01%
35,846
-2,965
47 48
49
50 51