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
2226
$432K ﹤0.01%
5,754
+84
2227
$432K ﹤0.01%
38,818
+18,871
2228
$431K ﹤0.01%
55,995
-15,355
2229
$431K ﹤0.01%
17,628
-4,772
2230
$431K ﹤0.01%
5,116
+208
2231
$430K ﹤0.01%
9,054
+425
2232
$430K ﹤0.01%
13,861
-2,399
2233
$430K ﹤0.01%
4,344
-100
2234
$430K ﹤0.01%
7,795
-498
2235
$429K ﹤0.01%
15,350
-545
2236
$429K ﹤0.01%
66,654
-1,720
2237
$428K ﹤0.01%
7,935
-3,363
2238
$428K ﹤0.01%
11,415
-2,673
2239
$428K ﹤0.01%
10,225
-4,565
2240
$428K ﹤0.01%
12,522
+1,370
2241
$426K ﹤0.01%
20,569
+6,412
2242
$426K ﹤0.01%
13,947
-2,857
2243
$426K ﹤0.01%
+17,394
2244
$426K ﹤0.01%
53,231
-4,011
2245
$426K ﹤0.01%
16,235
+4,398
2246
$423K ﹤0.01%
8,863
-2,042
2247
$423K ﹤0.01%
11,747
-4,637
2248
$423K ﹤0.01%
29,036
+16,234
2249
$422K ﹤0.01%
18,436
-2,876
2250
$422K ﹤0.01%
19,848
+4,788
88 89
90
91 92