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
1726
$810K ﹤0.01%
2,979
+52
1727
$810K ﹤0.01%
22,080
+13,000
1728
$809K ﹤0.01%
4,989
+73
1729
$808K ﹤0.01%
5,828
-62
1730
$806K ﹤0.01%
+45,589
1731
$805K ﹤0.01%
17,484
+2,209
1732
$804K ﹤0.01%
+18,073
1733
$803K ﹤0.01%
37,991
+2,829
1734
$800K ﹤0.01%
+32,000
1735
$800K ﹤0.01%
32,531
+199
1736
$799K ﹤0.01%
31,984
-6,599
1737
$797K ﹤0.01%
32,439
-8,936
1738
$796K ﹤0.01%
127,901
-9,891
1739
$795K ﹤0.01%
5,697
+364
1740
$794K ﹤0.01%
5,270
+2,061
1741
$792K ﹤0.01%
43,087
-716
1742
$789K ﹤0.01%
+13,066
1743
$789K ﹤0.01%
34,777
+380
1744
$789K ﹤0.01%
+10,738
1745
$788K ﹤0.01%
8,544
-1,709
1746
$787K ﹤0.01%
18,601
+277
1747
$787K ﹤0.01%
23,322
1748
$787K ﹤0.01%
+42,204
1749
$786K ﹤0.01%
55,188
-919
1750
$785K ﹤0.01%
22,171
-1,471
68 69
70
71 72