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
1626
$930K ﹤0.01%
47,454
-3,216
1627
$930K ﹤0.01%
51,344
-8,834
1628
$929K ﹤0.01%
7,716
-250
1629
$927K ﹤0.01%
44,902
+21,722
1630
$926K ﹤0.01%
4,155
+1,041
1631
$923K ﹤0.01%
26,868
-1,540
1632
$922K ﹤0.01%
25,520
1633
$921K ﹤0.01%
5,056
-683
1634
$915K ﹤0.01%
+6,173
1635
$912K ﹤0.01%
51,139
+35,206
1636
$910K ﹤0.01%
5,504
+130
1637
$909K ﹤0.01%
92,842
-5,755
1638
$908K ﹤0.01%
15,168
+186
1639
$907K ﹤0.01%
5,402
+671
1640
$907K ﹤0.01%
17,146
-3,616
1641
$905K ﹤0.01%
54,809
-170
1642
$905K ﹤0.01%
32,707
-52
1643
$903K ﹤0.01%
65,152
-564
1644
$902K ﹤0.01%
21,541
+11,979
1645
$902K ﹤0.01%
+20,353
1646
$900K ﹤0.01%
34,369
-9,061
1647
$898K ﹤0.01%
19,088
+5,125
1648
$897K ﹤0.01%
9,055
-349
1649
$896K ﹤0.01%
32,726
+3
1650
$894K ﹤0.01%
27,840
-500
64 65
66
67 68