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
1251
$1.66M 0.01%
29,224
+4,206
1252
$1.66M 0.01%
23,507
+965
1253
$1.65M 0.01%
51,254
-1,712
1254
$1.65M 0.01%
14,073
-4,159
1255
$1.65M 0.01%
41,770
+9,389
1256
$1.65M 0.01%
18,232
-10,346
1257
$1.64M 0.01%
14,182
+7,148
1258
$1.64M 0.01%
31,765
+5,900
1259
$1.64M 0.01%
58,369
-581
1260
$1.64M 0.01%
9,907
+1,199
1261
$1.63M 0.01%
161,887
+8,994
1262
$1.63M 0.01%
34,422
-36
1263
$1.63M 0.01%
40,711
+1,293
1264
$1.63M 0.01%
319,873
-58,478
1265
$1.63M 0.01%
4,164
+207
1266
$1.63M 0.01%
43,580
+18,462
1267
$1.63M 0.01%
13,173
+2,053
1268
$1.62M 0.01%
9,324
-260
1269
$1.62M 0.01%
18,226
+1,615
1270
$1.62M 0.01%
13,514
+986
1271
$1.61M 0.01%
65,663
+8,903
1272
$1.61M 0.01%
11,917
+527
1273
$1.61M 0.01%
32,265
-62,815
1274
$1.61M 0.01%
10,859
-8,446
1275
$1.61M 0.01%
17,475
+306
49 50
51
52 53