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
1601
$965K ﹤0.01%
28,891
+1,365
1602
$962K ﹤0.01%
83,309
+1
1603
$961K ﹤0.01%
12,343
-3,338
1604
$961K ﹤0.01%
31,587
-2,004
1605
$960K ﹤0.01%
93,935
+7,698
1606
$959K ﹤0.01%
3,128
-18
1607
$957K ﹤0.01%
3,575
-303
1608
$956K ﹤0.01%
27,457
-942
1609
$954K ﹤0.01%
+46,951
1610
$950K ﹤0.01%
4,575
-1,026
1611
$950K ﹤0.01%
18,750
-39
1612
$947K ﹤0.01%
14,301
+7,460
1613
$946K ﹤0.01%
26,775
-3,245
1614
$945K ﹤0.01%
6,988
-1,656
1615
$945K ﹤0.01%
43,393
+28,094
1616
$943K ﹤0.01%
43,175
+735
1617
$942K ﹤0.01%
14,073
-4,309
1618
$940K ﹤0.01%
6,384
1619
$940K ﹤0.01%
50,574
+8,239
1620
$937K ﹤0.01%
30,583
-1,295
1621
$936K ﹤0.01%
41,279
+25,743
1622
$935K ﹤0.01%
8,366
-15
1623
$935K ﹤0.01%
22,589
+2,861
1624
$933K ﹤0.01%
29,313
-230
1625
$932K ﹤0.01%
29,014
-12,020
63 64
65
66 67