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
1476
$1.15M 0.01%
29,183
+459
1477
$1.15M 0.01%
+46,714
1478
$1.15M 0.01%
16,416
-1,775
1479
$1.15M 0.01%
41,943
+16,341
1480
$1.15M 0.01%
21,765
+2,492
1481
$1.15M 0.01%
8,932
+620
1482
$1.15M 0.01%
12,889
-200
1483
$1.15M 0.01%
5,233
+116
1484
$1.14M 0.01%
25,999
+18,057
1485
$1.14M 0.01%
27,177
+7,493
1486
$1.14M 0.01%
16,519
-1,056
1487
$1.14M 0.01%
53,218
-7,212
1488
$1.14M 0.01%
35,253
-3,299
1489
$1.13M 0.01%
18,048
-3,770
1490
$1.13M 0.01%
+54,370
1491
$1.13M 0.01%
167,625
-4,000
1492
$1.13M 0.01%
16,013
+2,961
1493
$1.13M 0.01%
16,422
+8,346
1494
$1.13M 0.01%
21,023
+174
1495
$1.13M 0.01%
27,918
-6,350
1496
$1.12M 0.01%
+29,951
1497
$1.12M 0.01%
8,774
+503
1498
$1.12M 0.01%
71,416
-16,030
1499
$1.12M 0.01%
29,186
+9,745
1500
$1.11M 0.01%
31,329
+2,043
58 59
60
61 62