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
1376
$1.38M 0.01%
40,222
+17,099
1377
$1.38M 0.01%
+26,771
1378
$1.38M 0.01%
43,962
-18,923
1379
$1.38M 0.01%
64,574
+3,426
1380
$1.37M 0.01%
32,663
-3,885
1381
$1.37M 0.01%
12,719
-162
1382
$1.37M 0.01%
2,553
-963
1383
$1.37M 0.01%
28,759
+2,076
1384
$1.36M 0.01%
25,328
-1,199
1385
$1.35M 0.01%
17,440
+7,946
1386
$1.35M 0.01%
26,225
+2,107
1387
$1.35M 0.01%
58,882
+3,644
1388
$1.34M 0.01%
88,610
+11,336
1389
$1.34M 0.01%
42,582
-4,780
1390
$1.34M 0.01%
12,367
+1,377
1391
$1.34M 0.01%
6,424
+109
1392
$1.34M 0.01%
87,889
+4,661
1393
$1.34M 0.01%
41,259
+2,451
1394
$1.34M 0.01%
36,406
-186
1395
$1.33M 0.01%
24,270
+807
1396
$1.33M 0.01%
2,743
+480
1397
$1.33M 0.01%
2,566
+213
1398
$1.33M 0.01%
+66,979
1399
$1.32M 0.01%
32,177
-7,737
1400
$1.32M 0.01%
50,286
+4,315
54 55
56
57 58