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
2151
$469K ﹤0.01%
4,991
-15,048
2152
$469K ﹤0.01%
5,702
+2
2153
$469K ﹤0.01%
6,610
-242
2154
$469K ﹤0.01%
73,279
+3,385
2155
$466K ﹤0.01%
32,245
+13,575
2156
$466K ﹤0.01%
9,387
-434
2157
$466K ﹤0.01%
6,041
+70
2158
$465K ﹤0.01%
19,084
+1,577
2159
$465K ﹤0.01%
12,337
-120
2160
$465K ﹤0.01%
11,009
-6,827
2161
$465K ﹤0.01%
9,755
-52
2162
$464K ﹤0.01%
17,625
-19,270
2163
$463K ﹤0.01%
12,937
+983
2164
$462K ﹤0.01%
30,356
+9,495
2165
$462K ﹤0.01%
2,231
-631
2166
$462K ﹤0.01%
18,438
+2,967
2167
$462K ﹤0.01%
36,029
+2,061
2168
$461K ﹤0.01%
18,552
-5,419
2169
$461K ﹤0.01%
21,637
+1,779
2170
$460K ﹤0.01%
45,112
-3,004
2171
$459K ﹤0.01%
7,934
-291
2172
$458K ﹤0.01%
7,179
+267
2173
$457K ﹤0.01%
1,903
+864
2174
$457K ﹤0.01%
12,941
+841
2175
$457K ﹤0.01%
38,264
-7,359
85 86
87
88 89