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
1801
$729K ﹤0.01%
25,413
+3,915
1802
$728K ﹤0.01%
1,117
-335
1803
$728K ﹤0.01%
3,174
-181
1804
$727K ﹤0.01%
39,453
-4,590
1805
$725K ﹤0.01%
21,465
-16,615
1806
$723K ﹤0.01%
70,722
+52,999
1807
$722K ﹤0.01%
39,422
-9,844
1808
$721K ﹤0.01%
21,580
-2,678
1809
$718K ﹤0.01%
61,364
-3,352
1810
$718K ﹤0.01%
32,922
-11,334
1811
$717K ﹤0.01%
33,617
-890
1812
$717K ﹤0.01%
24,216
+1,625
1813
$716K ﹤0.01%
16,415
-392
1814
$716K ﹤0.01%
8,968
-790
1815
$715K ﹤0.01%
5,944
+24
1816
$715K ﹤0.01%
40,104
-1,183
1817
$715K ﹤0.01%
2,177
-180
1818
$713K ﹤0.01%
6,835
+95
1819
$712K ﹤0.01%
33,112
-4,156
1820
$711K ﹤0.01%
12,997
+194
1821
$711K ﹤0.01%
1,873
-231
1822
$710K ﹤0.01%
6,944
-348
1823
$708K ﹤0.01%
+19,679
1824
$707K ﹤0.01%
19,005
+257
1825
$705K ﹤0.01%
2,455
+24
71 72
73
74 75