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
1351
$1.43M 0.01%
88,722
-169,772
1352
$1.43M 0.01%
31,464
-1,528
1353
$1.43M 0.01%
6,149
-1,351
1354
$1.42M 0.01%
74,620
-94
1355
$1.42M 0.01%
12,737
-339
1356
$1.42M 0.01%
15,201
+3,252
1357
$1.42M 0.01%
19,116
+1,864
1358
$1.42M 0.01%
82,907
+8,234
1359
$1.42M 0.01%
31,076
+836
1360
$1.41M 0.01%
70,158
+903
1361
$1.41M 0.01%
48,358
-12,790
1362
$1.41M 0.01%
16,406
+386
1363
$1.4M 0.01%
77,178
+1,797
1364
$1.4M 0.01%
32,889
+2,001
1365
$1.4M 0.01%
52,845
+8,389
1366
$1.4M 0.01%
20,446
+5,451
1367
$1.4M 0.01%
50,231
+1,323
1368
$1.39M 0.01%
43,217
+1,046
1369
$1.39M 0.01%
7,537
-464
1370
$1.39M 0.01%
28,143
-3,897
1371
$1.39M 0.01%
83,711
+2,971
1372
$1.39M 0.01%
30,688
+2,905
1373
$1.39M 0.01%
16,749
-959
1374
$1.39M 0.01%
28,263
+2,743
1375
$1.38M 0.01%
10,141
+2,240
53 54
55
56 57