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
2201
$445K ﹤0.01%
2,329
-1,127
2202
$444K ﹤0.01%
15,146
+4,323
2203
$444K ﹤0.01%
25,972
+1,332
2204
$444K ﹤0.01%
11,149
-735
2205
$443K ﹤0.01%
4,397
-10
2206
$442K ﹤0.01%
18,757
+5,334
2207
$442K ﹤0.01%
3,729
-901
2208
$441K ﹤0.01%
16,216
-14,293
2209
$440K ﹤0.01%
2,954
+122
2210
$440K ﹤0.01%
2,846
-553
2211
$439K ﹤0.01%
+5,495
2212
$438K ﹤0.01%
8,906
-7,637
2213
$438K ﹤0.01%
6,128
+901
2214
$438K ﹤0.01%
31,229
-3,166
2215
$438K ﹤0.01%
7,924
+640
2216
$437K ﹤0.01%
4,553
-15
2217
$437K ﹤0.01%
7,603
+789
2218
$437K ﹤0.01%
49,864
+67
2219
$437K ﹤0.01%
16,922
+1,816
2220
$437K ﹤0.01%
6,216
+338
2221
$437K ﹤0.01%
17,022
-83,027
2222
$436K ﹤0.01%
7,524
+174
2223
$433K ﹤0.01%
17,073
-20,856
2224
$433K ﹤0.01%
10,731
+1,805
2225
$432K ﹤0.01%
11,440
87 88
89
90 91