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
176
$27.3M 0.12%
183,849
-4,836
177
$27.2M 0.12%
374,006
+5,057
178
$27.2M 0.12%
588,412
+230,632
179
$27M 0.12%
501,828
-19,778
180
$26.9M 0.12%
587,785
-10,037
181
$26.8M 0.12%
391,506
+7,528
182
$26.6M 0.12%
123,909
+816
183
$26.4M 0.12%
512,565
+24,635
184
$26.4M 0.12%
668,966
+36,183
185
$26.1M 0.12%
195,570
-12,672
186
$26.1M 0.12%
364,956
+80,400
187
$25.9M 0.12%
167,626
+2,232
188
$25.8M 0.12%
375,773
-6,118
189
$25.3M 0.11%
313,034
+2,196
190
$25.3M 0.11%
1,299,712
+217,884
191
$25.2M 0.11%
209,227
-9,806
192
$24.9M 0.11%
227,533
-23,772
193
$24.3M 0.11%
625,181
-32,916
194
$23.8M 0.11%
485,027
-295,872
195
$23.7M 0.11%
324,273
+11,852
196
$23.7M 0.11%
752,324
+212,954
197
$23.4M 0.1%
493,589
+10,093
198
$23.3M 0.1%
218,097
+39,050
199
$23.2M 0.1%
89,092
+238
200
$22M 0.1%
677,874
+499,419
6 7
8
9 10