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
151
$31M 0.14%
1,516,448
-190,896
152
$31M 0.14%
850,703
+113,681
153
$30.9M 0.14%
612,874
+73,437
154
$30.9M 0.14%
611,647
-10,187
155
$30.7M 0.14%
369,340
-38,855
156
$30.4M 0.14%
847,067
+34,744
157
$30.3M 0.14%
220,290
+18,540
158
$30.3M 0.14%
348,614
-111,892
159
$29.9M 0.13%
129,289
+6,414
160
$29.9M 0.13%
164,476
-7,079
161
$29.8M 0.13%
145,705
+32,548
162
$29.5M 0.13%
106,930
+5,164
163
$29.4M 0.13%
471,784
+19,601
164
$29.2M 0.13%
442,724
+21,366
165
$29.2M 0.13%
82,149
-5,885
166
$29M 0.13%
1,085,244
+38,451
167
$28.6M 0.13%
551,135
-73,774
168
$28.4M 0.13%
142,091
-33,213
169
$28.4M 0.13%
473,645
-76,672
170
$28.3M 0.13%
430,339
-2,203
171
$28.2M 0.13%
556,904
+24,899
172
$28.2M 0.13%
42,298
+5,617
173
$28.1M 0.13%
1,437,480
+949,815
174
$28M 0.13%
459,494
+297,308
175
$27.6M 0.12%
837,084
-24,391
5 6
7
8 9