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
1401
$1.31M 0.01%
26,637
+13,834
1402
$1.31M 0.01%
76,623
+4,551
1403
$1.31M 0.01%
20,667
-1,332
1404
$1.31M 0.01%
8,133
+651
1405
$1.31M 0.01%
9,832
+443
1406
$1.31M 0.01%
47,766
-1,333
1407
$1.31M 0.01%
96,565
-6,677
1408
$1.3M 0.01%
40,905
+8,285
1409
$1.3M 0.01%
+42,863
1410
$1.3M 0.01%
36,060
-19,585
1411
$1.3M 0.01%
7,299
+798
1412
$1.3M 0.01%
17,577
+4,576
1413
$1.29M 0.01%
23,304
-6,366
1414
$1.29M 0.01%
23,442
+528
1415
$1.29M 0.01%
23,968
+8,990
1416
$1.29M 0.01%
17,029
-5,077
1417
$1.29M 0.01%
267,989
-19,085
1418
$1.28M 0.01%
17,884
+3,423
1419
$1.28M 0.01%
11,374
-2,140
1420
$1.28M 0.01%
11,578
+2,343
1421
$1.28M 0.01%
43,791
-8,819
1422
$1.27M 0.01%
71,805
-4,468
1423
$1.27M 0.01%
36,611
-3,328
1424
$1.27M 0.01%
43,607
+10,325
1425
$1.27M 0.01%
57,249
+9,294
55 56
57
58 59