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
1501
$1.11M 0.01%
41,846
+2,472
1502
$1.11M 0.01%
36,182
-2,209
1503
$1.11M 0.01%
26,514
-19,549
1504
$1.11M 0.01%
45,668
+31,657
1505
$1.11M 0.01%
13,189
+1,053
1506
$1.11M 0.01%
21,585
+2,605
1507
$1.11M ﹤0.01%
33,387
-3,252
1508
$1.1M ﹤0.01%
5,404
+1,559
1509
$1.1M ﹤0.01%
106,980
-157
1510
$1.1M ﹤0.01%
31,207
+15,557
1511
$1.1M ﹤0.01%
23,539
-166
1512
$1.1M ﹤0.01%
22,804
+676
1513
$1.1M ﹤0.01%
9,446
-1,274
1514
$1.1M ﹤0.01%
24,175
+2,688
1515
$1.1M ﹤0.01%
40,136
-9,607
1516
$1.1M ﹤0.01%
10,424
-814
1517
$1.1M ﹤0.01%
151,341
-8,610
1518
$1.09M ﹤0.01%
25,765
+62
1519
$1.09M ﹤0.01%
21,808
+1,294
1520
$1.09M ﹤0.01%
22,185
+4,191
1521
$1.09M ﹤0.01%
70,100
-4,597
1522
$1.09M ﹤0.01%
28,193
+23,524
1523
$1.08M ﹤0.01%
18,958
+1,458
1524
$1.08M ﹤0.01%
18,539
+775
1525
$1.08M ﹤0.01%
19,900
+6,740
59 60
61
62 63