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
126
$35.6M 0.16%
465,998
+20,514
127
$35.5M 0.16%
551,459
-2,192
128
$35.5M 0.16%
324,322
+2,383
129
$35.1M 0.16%
271,512
-34,807
130
$34.9M 0.16%
628,042
-96,784
131
$34.6M 0.15%
297,429
+22,160
132
$34.3M 0.15%
413,328
-77,345
133
$34.3M 0.15%
369,487
-1,579
134
$34.2M 0.15%
151,385
+1,020
135
$34.1M 0.15%
330,778
+4,045
136
$33.7M 0.15%
437,416
+204,651
137
$33.7M 0.15%
439,918
+10,846
138
$33.4M 0.15%
301,997
+26,032
139
$33.2M 0.15%
270,551
+12,928
140
$33.1M 0.15%
501,903
+26,494
141
$32.9M 0.15%
157,958
-7,593
142
$32.9M 0.15%
298,335
+34,048
143
$32.8M 0.15%
493,213
-278,296
144
$32.8M 0.15%
69,427
+743
145
$32.7M 0.15%
322,154
+111,100
146
$32.3M 0.14%
1,256,458
-13,073
147
$32.3M 0.14%
926,582
-77,393
148
$32.1M 0.14%
114,004
-981
149
$31.4M 0.14%
1,758,951
+56,897
150
$31.1M 0.14%
172,158
+26,664
4 5
6
7 8