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
2126
$485K ﹤0.01%
+17,504
2127
$483K ﹤0.01%
28,075
-4,321
2128
$483K ﹤0.01%
4,741
-1,269
2129
$483K ﹤0.01%
7,270
-2
2130
$482K ﹤0.01%
4,254
-1,230
2131
$481K ﹤0.01%
4,379
-168
2132
$481K ﹤0.01%
6,661
-691
2133
$480K ﹤0.01%
21,044
-582
2134
$480K ﹤0.01%
8,348
+338
2135
$480K ﹤0.01%
7,092
-7
2136
$479K ﹤0.01%
11,165
+110
2137
$478K ﹤0.01%
2,524
+67
2138
$478K ﹤0.01%
+23,913
2139
$477K ﹤0.01%
+9,557
2140
$476K ﹤0.01%
7,306
-934
2141
$475K ﹤0.01%
10,187
+239
2142
$474K ﹤0.01%
4,578
+170
2143
$474K ﹤0.01%
14,919
+1,063
2144
$473K ﹤0.01%
5,224
+707
2145
$472K ﹤0.01%
1,755
-15
2146
$471K ﹤0.01%
1,856
-404
2147
$471K ﹤0.01%
1,927
-28
2148
$471K ﹤0.01%
16,605
-1,075
2149
$470K ﹤0.01%
34,030
-855
2150
$470K ﹤0.01%
31,601
-5,001
84 85
86
87 88