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
101
$40.5M 0.18%
684,753
+11,144
102
$40.2M 0.18%
346,247
+179,182
103
$40.1M 0.18%
583,812
+77,458
104
$39.9M 0.18%
682,431
-48,533
105
$39.8M 0.18%
110,670
+1,937
106
$39.6M 0.18%
69,847
+4,968
107
$39.5M 0.18%
342,786
+15,283
108
$39.4M 0.18%
234,714
+11,554
109
$39.4M 0.18%
1,007,834
-232,089
110
$39.1M 0.17%
249,802
+106,743
111
$38.6M 0.17%
274,210
+4,346
112
$38.5M 0.17%
273,162
-38,148
113
$38.3M 0.17%
185,335
+19,693
114
$37.7M 0.17%
1,814,867
+102,897
115
$37.7M 0.17%
531,069
+38,497
116
$37.6M 0.17%
239,767
-23,485
117
$37.5M 0.17%
401,806
+15,876
118
$37.3M 0.17%
215,213
+124,326
119
$37.3M 0.17%
140,925
-3,843
120
$37.2M 0.17%
203,403
+5,274
121
$37.1M 0.17%
735,631
+149,988
122
$36.9M 0.16%
468,768
+19,637
123
$36.3M 0.16%
621,622
-18,149
124
$35.8M 0.16%
138,658
-995
125
$35.7M 0.16%
245,368
+4,825
3 4
5
6 7