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
1826
$705K ﹤0.01%
32,726
-1,741
1827
$704K ﹤0.01%
8,078
+629
1828
$704K ﹤0.01%
64,172
+889
1829
$703K ﹤0.01%
+29,423
1830
$701K ﹤0.01%
16,037
-3,254
1831
$700K ﹤0.01%
8,470
-1,258
1832
$698K ﹤0.01%
15,046
-1,344
1833
$698K ﹤0.01%
15,208
+741
1834
$698K ﹤0.01%
22,560
-1,692
1835
$697K ﹤0.01%
18,550
-4,313
1836
$697K ﹤0.01%
3,321
+43
1837
$697K ﹤0.01%
7,774
-900
1838
$696K ﹤0.01%
27,532
+463
1839
$696K ﹤0.01%
10,541
-1,912
1840
$696K ﹤0.01%
29,559
+3,499
1841
$695K ﹤0.01%
3,351
-10,862
1842
$695K ﹤0.01%
13,824
+329
1843
$695K ﹤0.01%
16,133
-2,872
1844
$694K ﹤0.01%
46,968
+12,210
1845
$693K ﹤0.01%
+479
1846
$693K ﹤0.01%
20,569
-246
1847
$693K ﹤0.01%
27,575
-1,313
1848
$690K ﹤0.01%
11,320
+572
1849
$689K ﹤0.01%
3,548
-1,483
1850
$688K ﹤0.01%
28,022
+1,698
72 73
74
75 76