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
2076
$521K ﹤0.01%
53,354
-1,793
2077
$521K ﹤0.01%
29,285
+13,015
2078
$520K ﹤0.01%
+9,106
2079
$518K ﹤0.01%
39,184
+1,017
2080
$517K ﹤0.01%
47,572
+1,346
2081
$517K ﹤0.01%
28,273
+42
2082
$517K ﹤0.01%
78,969
+10,825
2083
$517K ﹤0.01%
1,743
+657
2084
$516K ﹤0.01%
+28,522
2085
$516K ﹤0.01%
30,345
+1,042
2086
$515K ﹤0.01%
17,849
+257
2087
$514K ﹤0.01%
24,030
-12
2088
$513K ﹤0.01%
4,615
+832
2089
$513K ﹤0.01%
15,166
+948
2090
$513K ﹤0.01%
19,489
+1,275
2091
$513K ﹤0.01%
43,411
-2,289
2092
$513K ﹤0.01%
+344
2093
$512K ﹤0.01%
3,728
-848
2094
$511K ﹤0.01%
17,746
-154
2095
$510K ﹤0.01%
1,034
-134
2096
$509K ﹤0.01%
+12,071
2097
$509K ﹤0.01%
15,563
+2,536
2098
$507K ﹤0.01%
11,644
-1,083
2099
$505K ﹤0.01%
7,079
+1,700
2100
$505K ﹤0.01%
18,731
+709
82 83
84
85 86