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
1901
$648K ﹤0.01%
13,507
-152
1902
$648K ﹤0.01%
10,225
+506
1903
$648K ﹤0.01%
2,133
+200
1904
$647K ﹤0.01%
31,956
-3,753
1905
$646K ﹤0.01%
10,375
+3,558
1906
$645K ﹤0.01%
11,597
+1,880
1907
$645K ﹤0.01%
45,402
+1,744
1908
$645K ﹤0.01%
17,301
+1,797
1909
$643K ﹤0.01%
22,997
-4,920
1910
$641K ﹤0.01%
24,337
+13,961
1911
$641K ﹤0.01%
23,298
-200
1912
$641K ﹤0.01%
+14,374
1913
$640K ﹤0.01%
13,148
+9
1914
$639K ﹤0.01%
2,612
+738
1915
$638K ﹤0.01%
20,414
+10,879
1916
$638K ﹤0.01%
30,831
+4,354
1917
$638K ﹤0.01%
1,811
+8
1918
$637K ﹤0.01%
11,120
+2,194
1919
$637K ﹤0.01%
19,445
-79,364
1920
$636K ﹤0.01%
7,930
+534
1921
$636K ﹤0.01%
29,015
+1,612
1922
$634K ﹤0.01%
28,955
-764
1923
$633K ﹤0.01%
25,049
+21
1924
$633K ﹤0.01%
4,970
-987
1925
$633K ﹤0.01%
1,626
+50
75 76
77
78 79