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
2001
$566K ﹤0.01%
2,067
+428
2002
$566K ﹤0.01%
20,473
+3,436
2003
$564K ﹤0.01%
14,905
-13,588
2004
$564K ﹤0.01%
12,591
-1,284
2005
$563K ﹤0.01%
6,567
+80
2006
$563K ﹤0.01%
2,882
-2,743
2007
$563K ﹤0.01%
13,358
-1,736
2008
$563K ﹤0.01%
70,150
-9,836
2009
$563K ﹤0.01%
+27,065
2010
$563K ﹤0.01%
6,832
+170
2011
$563K ﹤0.01%
+11,831
2012
$562K ﹤0.01%
14,655
+280
2013
$562K ﹤0.01%
7,808
+759
2014
$561K ﹤0.01%
46,542
+13,997
2015
$561K ﹤0.01%
21,411
-8,251
2016
$559K ﹤0.01%
3,213
+395
2017
$559K ﹤0.01%
12,191
+1,755
2018
$559K ﹤0.01%
12,704
-1,181
2019
$559K ﹤0.01%
13,690
+434
2020
$558K ﹤0.01%
6,616
+2,884
2021
$557K ﹤0.01%
10,801
-57
2022
$556K ﹤0.01%
3,276
-56
2023
$556K ﹤0.01%
8,521
-1,959
2024
$556K ﹤0.01%
28,893
+5,333
2025
$554K ﹤0.01%
22,481
-438
79 80
81
82 83