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
1651
$894K ﹤0.01%
11,664
+5,034
1652
$892K ﹤0.01%
10,550
+316
1653
$891K ﹤0.01%
95,271
-13,674
1654
$890K ﹤0.01%
6,917
-350
1655
$890K ﹤0.01%
39,360
+21,837
1656
$890K ﹤0.01%
26,710
-625
1657
$890K ﹤0.01%
22,659
+705
1658
$889K ﹤0.01%
+58,583
1659
$887K ﹤0.01%
17,032
-2,206
1660
$885K ﹤0.01%
5,267
+488
1661
$885K ﹤0.01%
43,435
+3,534
1662
$885K ﹤0.01%
+42,340
1663
$885K ﹤0.01%
8,854
+14
1664
$884K ﹤0.01%
4,718
-159
1665
$882K ﹤0.01%
8,230
-4,843
1666
$881K ﹤0.01%
128,761
+17,255
1667
$880K ﹤0.01%
40,527
+4,871
1668
$880K ﹤0.01%
18,258
+396
1669
$879K ﹤0.01%
64,681
-1,122
1670
$879K ﹤0.01%
24,567
-9,103
1671
$878K ﹤0.01%
45,796
-690
1672
$877K ﹤0.01%
24,754
+2,889
1673
$876K ﹤0.01%
29,800
-3,270
1674
$870K ﹤0.01%
15,624
+1,884
1675
$869K ﹤0.01%
22,427
+4,178
65 66
67
68 69