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
1326
$1.48M 0.01%
20,470
+1,226
1327
$1.48M 0.01%
2,419
+194
1328
$1.48M 0.01%
112,933
+23,041
1329
$1.47M 0.01%
2,474
+149
1330
$1.47M 0.01%
30,422
+2,965
1331
$1.47M 0.01%
28,110
-30,534
1332
$1.46M 0.01%
15,907
-12,977
1333
$1.46M 0.01%
54,548
-7,941
1334
$1.46M 0.01%
60,663
-4,005
1335
$1.46M 0.01%
60,839
+4,414
1336
$1.46M 0.01%
40,139
+16,712
1337
$1.45M 0.01%
58,987
+13,813
1338
$1.45M 0.01%
5,480
+1,094
1339
$1.45M 0.01%
62,276
-79,134
1340
$1.45M 0.01%
8,603
+181
1341
$1.45M 0.01%
31,420
+8,345
1342
$1.45M 0.01%
46,869
+5,155
1343
$1.45M 0.01%
28,268
-1,551
1344
$1.44M 0.01%
116,958
-3,625
1345
$1.44M 0.01%
88,591
-364
1346
$1.44M 0.01%
47,132
-577
1347
$1.44M 0.01%
16,037
+561
1348
$1.44M 0.01%
29,892
+584
1349
$1.44M 0.01%
32,252
+344
1350
$1.43M 0.01%
24,815
+5,859
52 53
54
55 56