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
2101
$504K ﹤0.01%
1,948
-39
2102
$504K ﹤0.01%
21,356
+2,910
2103
$502K ﹤0.01%
11,474
-464
2104
$502K ﹤0.01%
21,547
+1,120
2105
$501K ﹤0.01%
18,332
+1,478
2106
$500K ﹤0.01%
9,219
+1,252
2107
$500K ﹤0.01%
17,036
-6,190
2108
$498K ﹤0.01%
+42,548
2109
$497K ﹤0.01%
6,102
+1,524
2110
$497K ﹤0.01%
12,673
-4,421
2111
$496K ﹤0.01%
6,326
-216
2112
$495K ﹤0.01%
5,455
+459
2113
$494K ﹤0.01%
6,680
-368
2114
$494K ﹤0.01%
17,234
+1,009
2115
$493K ﹤0.01%
17,840
+5,713
2116
$493K ﹤0.01%
9,777
+1,534
2117
$491K ﹤0.01%
10,612
-2,486
2118
$491K ﹤0.01%
21,522
-2,067
2119
$490K ﹤0.01%
18,781
+5,208
2120
$488K ﹤0.01%
7,992
-336
2121
$488K ﹤0.01%
19,007
+2,441
2122
$487K ﹤0.01%
5,440
-15
2123
$486K ﹤0.01%
8,643
-189
2124
$486K ﹤0.01%
16,026
+2,018
2125
$485K ﹤0.01%
+28,230
83 84
85
86 87