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
1426
$1.27M 0.01%
14,292
+501
1427
$1.27M 0.01%
19,485
+3,044
1428
$1.27M 0.01%
10,539
+890
1429
$1.26M 0.01%
37,359
+31,030
1430
$1.26M 0.01%
27,223
-1,183
1431
$1.26M 0.01%
29,405
+5,558
1432
$1.25M 0.01%
51,135
+6,743
1433
$1.25M 0.01%
57,951
+2,048
1434
$1.25M 0.01%
99,226
+13,666
1435
$1.25M 0.01%
+24,782
1436
$1.24M 0.01%
24,163
+314
1437
$1.24M 0.01%
54,342
-4,831
1438
$1.24M 0.01%
84,681
-964
1439
$1.23M 0.01%
9,431
-302
1440
$1.23M 0.01%
24,706
+6,306
1441
$1.23M 0.01%
30,915
+3,360
1442
$1.23M 0.01%
53,305
-5,103
1443
$1.23M 0.01%
+34,289
1444
$1.22M 0.01%
5,966
+554
1445
$1.22M 0.01%
6,075
+77
1446
$1.22M 0.01%
17,444
-53,557
1447
$1.22M 0.01%
42,529
-84
1448
$1.22M 0.01%
+37,885
1449
$1.22M 0.01%
26,901
-1,405
1450
$1.21M 0.01%
26,149
+2,841
56 57
58
59 60