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
1776
$749K ﹤0.01%
10,952
+4,476
1777
$748K ﹤0.01%
42,091
-1,310
1778
$748K ﹤0.01%
14,593
-3,901
1779
$746K ﹤0.01%
20,203
-4,856
1780
$746K ﹤0.01%
12,050
-742
1781
$746K ﹤0.01%
17,657
+6,448
1782
$746K ﹤0.01%
2,518
+123
1783
$744K ﹤0.01%
22,289
-3,048
1784
$742K ﹤0.01%
23,354
-914
1785
$742K ﹤0.01%
5,881
-875
1786
$741K ﹤0.01%
1,990
-2,888
1787
$740K ﹤0.01%
44,501
+350
1788
$738K ﹤0.01%
9,765
-2,772
1789
$738K ﹤0.01%
13,355
+6,302
1790
$737K ﹤0.01%
23,299
-2,338
1791
$737K ﹤0.01%
44,087
+2,235
1792
$737K ﹤0.01%
26,414
+5,078
1793
$736K ﹤0.01%
29,943
-3,912
1794
$735K ﹤0.01%
29,956
+2,260
1795
$733K ﹤0.01%
20,710
-1,522
1796
$733K ﹤0.01%
9,853
+2,029
1797
$733K ﹤0.01%
11,460
+4,449
1798
$733K ﹤0.01%
19,997
+514
1799
$732K ﹤0.01%
15,208
-400
1800
$732K ﹤0.01%
4,419
+44
70 71
72
73 74