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
1526
$1.08M ﹤0.01%
41,242
-735
1527
$1.08M ﹤0.01%
18,820
+213
1528
$1.08M ﹤0.01%
91,796
+6,446
1529
$1.07M ﹤0.01%
+39,175
1530
$1.07M ﹤0.01%
32,811
+1,299
1531
$1.07M ﹤0.01%
2,565
+51
1532
$1.07M ﹤0.01%
26,591
+1,523
1533
$1.06M ﹤0.01%
25,076
+918
1534
$1.06M ﹤0.01%
28,767
+853
1535
$1.06M ﹤0.01%
67,451
-2,662
1536
$1.06M ﹤0.01%
88,503
-4,016
1537
$1.06M ﹤0.01%
24,256
+1,483
1538
$1.06M ﹤0.01%
21,315
-1,337
1539
$1.06M ﹤0.01%
40,402
+31,657
1540
$1.06M ﹤0.01%
11,232
-5,454
1541
$1.06M ﹤0.01%
19,776
+508
1542
$1.06M ﹤0.01%
19,413
-742
1543
$1.06M ﹤0.01%
20,547
+156
1544
$1.06M ﹤0.01%
7,019
+55
1545
$1.05M ﹤0.01%
32,459
+3,560
1546
$1.05M ﹤0.01%
24,281
-222
1547
$1.05M ﹤0.01%
19,836
-366
1548
$1.05M ﹤0.01%
10,464
+4,521
1549
$1.05M ﹤0.01%
16,868
-6,335
1550
$1.05M ﹤0.01%
16,086
+1,797
60 61
62
63 64