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
2276
$408K ﹤0.01%
6,358
+2,355
2277
$407K ﹤0.01%
8,190
-1,264
2278
$406K ﹤0.01%
24,394
-1,233
2279
$405K ﹤0.01%
4,278
+222
2280
$403K ﹤0.01%
8,030
+389
2281
$402K ﹤0.01%
22,281
-2,365
2282
$401K ﹤0.01%
22,094
+4,369
2283
$400K ﹤0.01%
2,365
+24
2284
$400K ﹤0.01%
25,838
-275
2285
$399K ﹤0.01%
5,140
+408
2286
$399K ﹤0.01%
19,761
+1,540
2287
$398K ﹤0.01%
7,255
+343
2288
$398K ﹤0.01%
+1,266
2289
$398K ﹤0.01%
+7,996
2290
$396K ﹤0.01%
3,742
-144
2291
$396K ﹤0.01%
28,030
-531
2292
$396K ﹤0.01%
+17,350
2293
$396K ﹤0.01%
23,053
+3,027
2294
$395K ﹤0.01%
15,587
-5,502
2295
$395K ﹤0.01%
7,165
+2,624
2296
$394K ﹤0.01%
29,933
-5,522
2297
$394K ﹤0.01%
28,463
+100
2298
$394K ﹤0.01%
4,353
+1,114
2299
$394K ﹤0.01%
16,374
+6,780
2300
$393K ﹤0.01%
18,938
-805
90 91
92
93 94