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
1851
$687K ﹤0.01%
48,843
-3,762
1852
$687K ﹤0.01%
2,636
+162
1853
$687K ﹤0.01%
8,007
+2,649
1854
$686K ﹤0.01%
112,893
+45,827
1855
$683K ﹤0.01%
23,733
+6,234
1856
$681K ﹤0.01%
5,761
-5,233
1857
$679K ﹤0.01%
22,806
+188
1858
$679K ﹤0.01%
17,818
-2,810
1859
$677K ﹤0.01%
6,654
-5,398
1860
$677K ﹤0.01%
36,659
+23,718
1861
$677K ﹤0.01%
7,151
-4,064
1862
$676K ﹤0.01%
46,887
+6,450
1863
$676K ﹤0.01%
9,603
+183
1864
$674K ﹤0.01%
20,041
1865
$674K ﹤0.01%
123,579
+38,850
1866
$673K ﹤0.01%
22,980
-2,100
1867
$673K ﹤0.01%
13,364
-4,914
1868
$672K ﹤0.01%
11,959
-11,672
1869
$671K ﹤0.01%
10,974
+3,020
1870
$670K ﹤0.01%
18,174
-1,986
1871
$668K ﹤0.01%
143,264
+4,482
1872
$667K ﹤0.01%
10,279
-517
1873
$667K ﹤0.01%
34,219
+8,099
1874
$667K ﹤0.01%
17,079
-2,249
1875
$666K ﹤0.01%
+29,908
73 74
75
76 77