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 4.68%
4 Healthcare 3.82%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$1.74M 0.01%
14,896
+1,113
1227
$1.74M 0.01%
43,069
-5,614
1228
$1.73M 0.01%
15,160
-2,592
1229
$1.73M 0.01%
14,430
+1,620
1230
$1.73M 0.01%
57,231
+2,130
1231
$1.72M 0.01%
122,610
-7,740
1232
$1.71M 0.01%
49,487
+4,602
1233
$1.71M 0.01%
66,986
+10,295
1234
$1.71M 0.01%
9,379
-2,884
1235
$1.71M 0.01%
62,815
-6,488
1236
$1.7M 0.01%
18,781
+6,864
1237
$1.7M 0.01%
112,653
+3,179
1238
$1.7M 0.01%
102,724
-1,624
1239
$1.7M 0.01%
56,419
+47,768
1240
$1.7M 0.01%
26,109
+472
1241
$1.69M 0.01%
12,610
+2,875
1242
$1.69M 0.01%
11,832
+3,313
1243
$1.69M 0.01%
27,845
+3,803
1244
$1.69M 0.01%
51,104
+10,379
1245
$1.69M 0.01%
89,476
+6,088
1246
$1.68M 0.01%
22,988
+876
1247
$1.68M 0.01%
23,284
+7,554
1248
$1.67M 0.01%
113,141
-5,161
1249
$1.67M 0.01%
3,820
+121
1250
$1.66M 0.01%
109,826
+11,957
48 49
50
51 52