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
1876
$666K ﹤0.01%
17,599
+8,251
1877
$666K ﹤0.01%
9,795
+1,389
1878
$666K ﹤0.01%
13,914
-61
1879
$665K ﹤0.01%
15,754
-900
1880
$663K ﹤0.01%
+28,636
1881
$663K ﹤0.01%
15,385
+1,796
1882
$661K ﹤0.01%
40,454
+4,302
1883
$661K ﹤0.01%
15,319
+8,483
1884
$661K ﹤0.01%
33,497
-2,267
1885
$659K ﹤0.01%
13,842
-26
1886
$658K ﹤0.01%
14,132
+121
1887
$657K ﹤0.01%
93,487
-55,613
1888
$656K ﹤0.01%
18,671
1889
$656K ﹤0.01%
2,208
+1,300
1890
$654K ﹤0.01%
45,763
+3,355
1891
$654K ﹤0.01%
18,516
-3,407
1892
$654K ﹤0.01%
5,033
-101
1893
$654K ﹤0.01%
+10,071
1894
$653K ﹤0.01%
68,370
-28,176
1895
$652K ﹤0.01%
19,018
-19,124
1896
$652K ﹤0.01%
50,152
+1,338
1897
$650K ﹤0.01%
33,482
+2,029
1898
$650K ﹤0.01%
73,646
+1,525
1899
$649K ﹤0.01%
8,868
+99
1900
$649K ﹤0.01%
+11,026
74 75
76
77 78