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
1951
$608K ﹤0.01%
11,079
-646
1952
$607K ﹤0.01%
4,932
+94
1953
$605K ﹤0.01%
24,054
-1,094
1954
$604K ﹤0.01%
14,999
-335
1955
$601K ﹤0.01%
+28,282
1956
$599K ﹤0.01%
4,359
-3,353
1957
$598K ﹤0.01%
27,630
-3,594
1958
$596K ﹤0.01%
+31,910
1959
$596K ﹤0.01%
46,777
+6,080
1960
$596K ﹤0.01%
39,057
-1,358
1961
$594K ﹤0.01%
8,781
+610
1962
$591K ﹤0.01%
+45,863
1963
$591K ﹤0.01%
18,713
-135
1964
$590K ﹤0.01%
48,477
-10,900
1965
$590K ﹤0.01%
35,568
+282
1966
$589K ﹤0.01%
8,939
+720
1967
$589K ﹤0.01%
50,322
+23,950
1968
$588K ﹤0.01%
13,196
+3,432
1969
$588K ﹤0.01%
11,205
+3,133
1970
$588K ﹤0.01%
15,323
+1,312
1971
$586K ﹤0.01%
40,019
+3,429
1972
$585K ﹤0.01%
7,599
-2,252
1973
$585K ﹤0.01%
26,625
+258
1974
$585K ﹤0.01%
24,601
-716
1975
$584K ﹤0.01%
20,306
77 78
79
80 81