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
1751
$784K ﹤0.01%
15,553
-6,712
1752
$783K ﹤0.01%
2,343
-13,123
1753
$781K ﹤0.01%
16,989
-2,152
1754
$777K ﹤0.01%
7,213
-473
1755
$776K ﹤0.01%
8,130
+634
1756
$776K ﹤0.01%
+17,460
1757
$775K ﹤0.01%
33,155
-2,788
1758
$774K ﹤0.01%
36,529
+2,024
1759
$772K ﹤0.01%
2,751
-806
1760
$770K ﹤0.01%
2,485
+250
1761
$770K ﹤0.01%
29,428
-3,901
1762
$770K ﹤0.01%
21,797
+2,593
1763
$770K ﹤0.01%
14,084
+2,571
1764
$770K ﹤0.01%
18,152
-460
1765
$768K ﹤0.01%
61,451
-61,037
1766
$767K ﹤0.01%
1,913
-267
1767
$765K ﹤0.01%
81,855
-4,555
1768
$759K ﹤0.01%
47,282
+3,926
1769
$759K ﹤0.01%
+20,772
1770
$759K ﹤0.01%
21,470
+5,086
1771
$759K ﹤0.01%
16,662
+4,863
1772
$757K ﹤0.01%
21,356
+1,236
1773
$755K ﹤0.01%
18,623
+269
1774
$753K ﹤0.01%
20,120
-1,073
1775
$752K ﹤0.01%
27,804
+8,998
69 70
71
72 73