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
1676
$868K ﹤0.01%
51,512
+2,488
1677
$868K ﹤0.01%
28,363
+12,211
1678
$865K ﹤0.01%
89,395
-2,616
1679
$865K ﹤0.01%
11,190
+3,148
1680
$864K ﹤0.01%
20,063
+1,258
1681
$861K ﹤0.01%
53,209
+2,767
1682
$860K ﹤0.01%
7,533
+1,096
1683
$860K ﹤0.01%
24,713
+6,089
1684
$858K ﹤0.01%
23,421
+4,087
1685
$857K ﹤0.01%
39,149
+873
1686
$856K ﹤0.01%
28,936
+1,295
1687
$856K ﹤0.01%
53,019
-915
1688
$856K ﹤0.01%
11,721
+130
1689
$855K ﹤0.01%
27,923
-1,378
1690
$854K ﹤0.01%
28,881
+5,820
1691
$853K ﹤0.01%
27,073
+19
1692
$851K ﹤0.01%
14,482
-287
1693
$849K ﹤0.01%
20,918
+906
1694
$848K ﹤0.01%
15,977
+2,570
1695
$847K ﹤0.01%
10,108
+59
1696
$847K ﹤0.01%
14,727
+1,997
1697
$847K ﹤0.01%
8,440
+182
1698
$846K ﹤0.01%
16,899
-3,363
1699
$842K ﹤0.01%
16,927
+692
1700
$841K ﹤0.01%
18,749
-2,388
66 67
68
69 70