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
1926
$630K ﹤0.01%
25,228
1927
$628K ﹤0.01%
19,084
-1,001
1928
$628K ﹤0.01%
32,140
-985
1929
$628K ﹤0.01%
9,291
+2,001
1930
$627K ﹤0.01%
19,868
+373
1931
$627K ﹤0.01%
17,132
+219
1932
$626K ﹤0.01%
6,841
-8,111
1933
$624K ﹤0.01%
12,221
+1,875
1934
$623K ﹤0.01%
7,350
-1,000
1935
$623K ﹤0.01%
10,686
-588
1936
$622K ﹤0.01%
29,737
-1,376
1937
$621K ﹤0.01%
12,675
+1,903
1938
$619K ﹤0.01%
6,567
+1,308
1939
$619K ﹤0.01%
3,573
-271
1940
$618K ﹤0.01%
18,427
+4,939
1941
$618K ﹤0.01%
5,575
-6,357
1942
$616K ﹤0.01%
6,747
+3,991
1943
$614K ﹤0.01%
3,941
+2,433
1944
$614K ﹤0.01%
7,055
+552
1945
$612K ﹤0.01%
26,633
+1,756
1946
$612K ﹤0.01%
23,171
-5,048
1947
$610K ﹤0.01%
2,106
-1,291
1948
$610K ﹤0.01%
23,552
+81
1949
$610K ﹤0.01%
5,071
+223
1950
$608K ﹤0.01%
7,208
+418
76 77
78
79 80