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
201
$21.8M 0.1%
435,465
+86,523
202
$21.6M 0.1%
705,562
+181,978
203
$21.4M 0.1%
438,914
-16,966
204
$21.4M 0.1%
514,736
-226,179
205
$21.3M 0.1%
424,174
+15,418
206
$21.2M 0.09%
375,243
+95,627
207
$21.1M 0.09%
952,438
+74,606
208
$20.9M 0.09%
59,346
+1,004
209
$20.8M 0.09%
22,768
+983
210
$20.7M 0.09%
82,348
-3,561
211
$20.7M 0.09%
197,527
+12,499
212
$20.6M 0.09%
168,258
-19,948
213
$20.3M 0.09%
429,800
+2,570
214
$20.3M 0.09%
90,092
+1,575
215
$20.1M 0.09%
148,232
-12,065
216
$19.9M 0.09%
74,248
-2,223
217
$19.7M 0.09%
296,390
+16,830
218
$19.7M 0.09%
354,013
+110,773
219
$19.6M 0.09%
130,179
+1,932
220
$19.6M 0.09%
117,393
-7,221
221
$19.5M 0.09%
128,044
+7,138
222
$19.5M 0.09%
256,659
+50,593
223
$19.5M 0.09%
405,800
-8,414
224
$19.4M 0.09%
1,296,223
-718,008
225
$19.3M 0.09%
168,507
-30,846
7 8
9
10 11