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
2026
$553K ﹤0.01%
5,886
2027
$553K ﹤0.01%
3,718
-1,402
2028
$552K ﹤0.01%
12,050
-1,732
2029
$552K ﹤0.01%
10,403
-2,807
2030
$552K ﹤0.01%
55,942
+5,642
2031
$552K ﹤0.01%
4,897
+100
2032
$551K ﹤0.01%
1,608
-344
2033
$550K ﹤0.01%
31,454
-809
2034
$549K ﹤0.01%
3,583
+10
2035
$548K ﹤0.01%
76,172
+32,678
2036
$548K ﹤0.01%
12,628
+288
2037
$548K ﹤0.01%
133,441
+34,575
2038
$547K ﹤0.01%
1,082
+37
2039
$546K ﹤0.01%
22,894
+4,608
2040
$545K ﹤0.01%
18,368
-3,764
2041
$544K ﹤0.01%
7,515
-573
2042
$543K ﹤0.01%
8,954
+2,810
2043
$543K ﹤0.01%
4,023
-374
2044
$542K ﹤0.01%
15,692
-1,484
2045
$542K ﹤0.01%
48,550
-1,100
2046
$541K ﹤0.01%
4,461
+661
2047
$541K ﹤0.01%
12,250
2048
$540K ﹤0.01%
10,037
-159
2049
$540K ﹤0.01%
7,288
+972
2050
$540K ﹤0.01%
13,543
+310
80 81
82
83 84