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
2176
$457K ﹤0.01%
165,499
-49,369
2177
$457K ﹤0.01%
6,600
+280
2178
$456K ﹤0.01%
25,544
-1,827
2179
$456K ﹤0.01%
4,133
+20
2180
$456K ﹤0.01%
1,921
-3
2181
$455K ﹤0.01%
7,132
+215
2182
$454K ﹤0.01%
2,805
+262
2183
$453K ﹤0.01%
3,869
-16
2184
$453K ﹤0.01%
100,000
2185
$453K ﹤0.01%
12,568
+782
2186
$453K ﹤0.01%
21,801
+2,338
2187
$452K ﹤0.01%
33,411
+5,404
2188
$452K ﹤0.01%
15,679
+6,177
2189
$451K ﹤0.01%
8,975
2190
$451K ﹤0.01%
53,075
+19,575
2191
$450K ﹤0.01%
19,812
+7,007
2192
$449K ﹤0.01%
41,874
-7,269
2193
$449K ﹤0.01%
1,854
-228
2194
$449K ﹤0.01%
2,841
-1,283
2195
$448K ﹤0.01%
36,850
-474
2196
$447K ﹤0.01%
17,958
-23,365
2197
$446K ﹤0.01%
3,638
-7
2198
$446K ﹤0.01%
5,499
2199
$446K ﹤0.01%
38,068
+8,794
2200
$445K ﹤0.01%
49,015
-2,164
86 87
88
89 90