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
1301
$1.54M 0.01%
75,639
+31,264
1302
$1.54M 0.01%
16,735
-326
1303
$1.54M 0.01%
49,882
-43,775
1304
$1.54M 0.01%
46,616
-323
1305
$1.53M 0.01%
23,347
+118
1306
$1.53M 0.01%
20,390
+2,274
1307
$1.53M 0.01%
44,529
+5,951
1308
$1.53M 0.01%
61,018
+5,449
1309
$1.53M 0.01%
37,756
+2,166
1310
$1.52M 0.01%
45,904
+1,243
1311
$1.52M 0.01%
12,072
+3,441
1312
$1.52M 0.01%
43,161
-478
1313
$1.51M 0.01%
10,059
-505
1314
$1.51M 0.01%
25,972
-75
1315
$1.51M 0.01%
18,633
+578
1316
$1.51M 0.01%
22,798
+1,644
1317
$1.51M 0.01%
60,120
+5,953
1318
$1.5M 0.01%
2,251
+1,691
1319
$1.5M 0.01%
6,025
-3,586
1320
$1.5M 0.01%
140,393
+7,314
1321
$1.5M 0.01%
50,662
-5,977
1322
$1.5M 0.01%
46,914
+3,226
1323
$1.5M 0.01%
5,619
-130
1324
$1.49M 0.01%
13,106
+1,735
1325
$1.49M 0.01%
5,995
+129
51 52
53
54 55