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
1701
$841K ﹤0.01%
31,184
+608
1702
$840K ﹤0.01%
73,153
-2,106
1703
$839K ﹤0.01%
12,779
+379
1704
$838K ﹤0.01%
+20,558
1705
$836K ﹤0.01%
19,631
+4,078
1706
$836K ﹤0.01%
53,586
1707
$835K ﹤0.01%
55,455
+1,939
1708
$835K ﹤0.01%
52,223
+16,624
1709
$834K ﹤0.01%
32,193
-10,050
1710
$829K ﹤0.01%
18,701
+10,239
1711
$826K ﹤0.01%
17,732
+1,263
1712
$825K ﹤0.01%
29,870
+9,749
1713
$824K ﹤0.01%
33,788
-591
1714
$824K ﹤0.01%
21,648
-6,182
1715
$823K ﹤0.01%
82,517
+39,359
1716
$822K ﹤0.01%
8,543
-10,591
1717
$821K ﹤0.01%
54,447
+19,950
1718
$819K ﹤0.01%
45,617
+1,514
1719
$815K ﹤0.01%
5,165
-87
1720
$814K ﹤0.01%
24,521
+1,866
1721
$814K ﹤0.01%
60,094
-2,953
1722
$813K ﹤0.01%
+13,591
1723
$813K ﹤0.01%
24,119
-7
1724
$811K ﹤0.01%
18,655
-14,941
1725
$811K ﹤0.01%
31,124
+66
67 68
69
70 71