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
1551
$1.05M ﹤0.01%
34,397
-6,320
1552
$1.04M ﹤0.01%
20,216
+285
1553
$1.04M ﹤0.01%
37,561
+22,312
1554
$1.04M ﹤0.01%
3,542
+47
1555
$1.04M ﹤0.01%
9,890
-4,584
1556
$1.04M ﹤0.01%
64,245
-2,494
1557
$1.03M ﹤0.01%
15,488
-536
1558
$1.03M ﹤0.01%
17,031
+74
1559
$1.03M ﹤0.01%
32,823
+1,585
1560
$1.03M ﹤0.01%
128,137
-3,573
1561
$1.03M ﹤0.01%
11,625
-9,855
1562
$1.03M ﹤0.01%
84,335
+103
1563
$1.03M ﹤0.01%
3,283
+108
1564
$1.03M ﹤0.01%
11,294
-147
1565
$1.02M ﹤0.01%
38,715
+2,538
1566
$1.02M ﹤0.01%
24,695
1567
$1.02M ﹤0.01%
32,517
+5,157
1568
$1.02M ﹤0.01%
26,980
+24
1569
$1.02M ﹤0.01%
21,504
-763
1570
$1.02M ﹤0.01%
23,001
-329
1571
$1.02M ﹤0.01%
61,963
-2,330
1572
$1.02M ﹤0.01%
13,532
+2,225
1573
$1.02M ﹤0.01%
38,324
-5,675
1574
$1.02M ﹤0.01%
40,372
+1,672
1575
$1.01M ﹤0.01%
8,174
+160
61 62
63
64 65