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
1451
$1.21M 0.01%
17,159
+3
1452
$1.21M 0.01%
44,126
+17,958
1453
$1.21M 0.01%
30,810
-19,423
1454
$1.2M 0.01%
15,292
+104
1455
$1.2M 0.01%
+38,463
1456
$1.2M 0.01%
+28,640
1457
$1.2M 0.01%
14,754
-497
1458
$1.19M 0.01%
49,018
+1,942
1459
$1.19M 0.01%
15,382
+1,499
1460
$1.19M 0.01%
33,003
+4,947
1461
$1.19M 0.01%
44,905
-6,144
1462
$1.17M 0.01%
10,051
+342
1463
$1.17M 0.01%
55,589
+21,141
1464
$1.17M 0.01%
31,137
-6,208
1465
$1.17M 0.01%
18,858
+3,038
1466
$1.17M 0.01%
43,425
-15,654
1467
$1.16M 0.01%
12,504
-977
1468
$1.16M 0.01%
69,960
-700
1469
$1.16M 0.01%
33,462
-685
1470
$1.16M 0.01%
21,240
+950
1471
$1.16M 0.01%
6,197
-521
1472
$1.16M 0.01%
95,295
+1,300
1473
$1.16M 0.01%
25,489
+1,182
1474
$1.16M 0.01%
11,964
-208
1475
$1.15M 0.01%
14,214
+1,761
57 58
59
60 61