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
1276
$1.61M 0.01%
43,549
-163
1277
$1.61M 0.01%
57,589
-15,266
1278
$1.6M 0.01%
9,690
-697
1279
$1.6M 0.01%
4,885
+755
1280
$1.6M 0.01%
115,914
-1,348
1281
$1.6M 0.01%
21,818
+7,439
1282
$1.59M 0.01%
94,158
+6,662
1283
$1.59M 0.01%
11,748
-18,263
1284
$1.59M 0.01%
82,594
+40,213
1285
$1.59M 0.01%
76,470
+5,075
1286
$1.59M 0.01%
10,431
+2,161
1287
$1.58M 0.01%
23,953
+1,187
1288
$1.58M 0.01%
25,793
-4,273
1289
$1.57M 0.01%
19,240
-70
1290
$1.57M 0.01%
42,968
+21,545
1291
$1.56M 0.01%
6,502
-650
1292
$1.55M 0.01%
+53,749
1293
$1.55M 0.01%
48,858
-4,549
1294
$1.55M 0.01%
26,730
-195
1295
$1.55M 0.01%
8,696
-12,767
1296
$1.55M 0.01%
17,289
-1,991
1297
$1.55M 0.01%
49,894
+36,573
1298
$1.55M 0.01%
18,728
-239
1299
$1.55M 0.01%
10,239
+236
1300
$1.54M 0.01%
11,846
+1,148
50 51
52
53 54