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
1576
$1.01M ﹤0.01%
22,357
1577
$1.01M ﹤0.01%
38,912
+3,634
1578
$1.01M ﹤0.01%
56,205
+1,065
1579
$1.01M ﹤0.01%
1,910
-2
1580
$1.01M ﹤0.01%
73,706
+10,582
1581
$1M ﹤0.01%
36,898
+1,188
1582
$1M ﹤0.01%
15,827
-5
1583
$998K ﹤0.01%
31,150
-940
1584
$996K ﹤0.01%
19,086
+1,029
1585
$991K ﹤0.01%
15,114
-8,245
1586
$990K ﹤0.01%
17,120
-2,331
1587
$990K ﹤0.01%
7,439
-309
1588
$989K ﹤0.01%
2,685
-4
1589
$984K ﹤0.01%
1,302
-336
1590
$984K ﹤0.01%
55,219
-6,094
1591
$980K ﹤0.01%
7,906
+1,182
1592
$975K ﹤0.01%
10,813
-227
1593
$973K ﹤0.01%
13,217
-1,051
1594
$973K ﹤0.01%
9,169
-919
1595
$972K ﹤0.01%
10,186
-121
1596
$972K ﹤0.01%
69,424
-2,618
1597
$972K ﹤0.01%
7,319
+908
1598
$971K ﹤0.01%
26,371
-33,064
1599
$970K ﹤0.01%
+35,917
1600
$968K ﹤0.01%
28,052
-43,880
62 63
64
65 66