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
2051
$539K ﹤0.01%
3,698
+75
2052
$539K ﹤0.01%
19,091
+9,127
2053
$537K ﹤0.01%
24,059
+3,600
2054
$537K ﹤0.01%
14,807
+3,120
2055
$535K ﹤0.01%
7,410
-918
2056
$535K ﹤0.01%
21,614
-3,033
2057
$534K ﹤0.01%
6,645
+3,149
2058
$534K ﹤0.01%
21,264
-84
2059
$534K ﹤0.01%
29,810
-35,709
2060
$533K ﹤0.01%
13,438
-575
2061
$533K ﹤0.01%
27,665
-251
2062
$532K ﹤0.01%
10,572
+5,336
2063
$531K ﹤0.01%
6,254
+134
2064
$531K ﹤0.01%
+16,604
2065
$531K ﹤0.01%
15,415
-2,244
2066
$529K ﹤0.01%
10,422
+292
2067
$529K ﹤0.01%
14,652
+2,725
2068
$527K ﹤0.01%
17,983
-1,500
2069
$526K ﹤0.01%
10,563
-240
2070
$526K ﹤0.01%
19,562
+2,285
2071
$524K ﹤0.01%
9,598
-10,691
2072
$523K ﹤0.01%
19,224
2073
$523K ﹤0.01%
12,799
+3,285
2074
$523K ﹤0.01%
12,023
-1,224
2075
$523K ﹤0.01%
2,754
+991
81 82
83
84 85