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
1976
$584K ﹤0.01%
39,386
+2
1977
$584K ﹤0.01%
10,857
-15
1978
$583K ﹤0.01%
12,653
+610
1979
$583K ﹤0.01%
142,146
+15,014
1980
$581K ﹤0.01%
25,970
+2,288
1981
$581K ﹤0.01%
15,744
+480
1982
$580K ﹤0.01%
62,076
+25,644
1983
$580K ﹤0.01%
56,987
-5,960
1984
$578K ﹤0.01%
3,930
-108
1985
$577K ﹤0.01%
28,267
+2,099
1986
$576K ﹤0.01%
26,430
+3,929
1987
$575K ﹤0.01%
57,081
-12,197
1988
$575K ﹤0.01%
15,470
+520
1989
$575K ﹤0.01%
5,545
+2,105
1990
$574K ﹤0.01%
16,658
-478
1991
$572K ﹤0.01%
11,036
-158
1992
$572K ﹤0.01%
5,917
-799
1993
$572K ﹤0.01%
9,014
1994
$572K ﹤0.01%
36,755
-2,250
1995
$571K ﹤0.01%
14,533
+4,477
1996
$570K ﹤0.01%
12,399
+117
1997
$569K ﹤0.01%
32,437
-455
1998
$568K ﹤0.01%
10,533
+69
1999
$567K ﹤0.01%
23,283
+9,005
2000
$567K ﹤0.01%
7,615
-22
78 79
80
81 82