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
2251
$422K ﹤0.01%
53,384
+1,768
2252
$421K ﹤0.01%
8,914
+547
2253
$420K ﹤0.01%
+38,385
2254
$418K ﹤0.01%
11,500
+63
2255
$417K ﹤0.01%
12,463
+64
2256
$417K ﹤0.01%
16,809
-272
2257
$417K ﹤0.01%
23,314
+396
2258
$416K ﹤0.01%
17,130
+1,088
2259
$416K ﹤0.01%
29,802
2260
$415K ﹤0.01%
9,238
-244
2261
$415K ﹤0.01%
7,400
-2,504
2262
$415K ﹤0.01%
+9,138
2263
$414K ﹤0.01%
3,847
-14
2264
$414K ﹤0.01%
6,695
+577
2265
$414K ﹤0.01%
39,549
2266
$414K ﹤0.01%
+9,355
2267
$413K ﹤0.01%
9,994
-3,087
2268
$412K ﹤0.01%
9,905
+505
2269
$412K ﹤0.01%
+8,732
2270
$411K ﹤0.01%
4,563
+499
2271
$409K ﹤0.01%
13,136
+1,159
2272
$409K ﹤0.01%
11,626
+582
2273
$409K ﹤0.01%
3,697
+635
2274
$409K ﹤0.01%
4,544
+742
2275
$408K ﹤0.01%
2,345
+240
89 90
91
92 93