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
2301
$392K ﹤0.01%
10,057
+689
2302
$391K ﹤0.01%
2,090
+195
2303
$391K ﹤0.01%
6,173
+660
2304
$391K ﹤0.01%
15,557
+584
2305
$391K ﹤0.01%
3,825
-79
2306
$389K ﹤0.01%
14,630
-2,855
2307
$388K ﹤0.01%
45,794
+6,484
2308
$388K ﹤0.01%
15,926
+915
2309
$387K ﹤0.01%
12,416
-9,959
2310
$387K ﹤0.01%
6,756
-54
2311
$386K ﹤0.01%
2,421
-190
2312
$386K ﹤0.01%
24,201
+2,273
2313
$385K ﹤0.01%
14,928
+4,232
2314
$385K ﹤0.01%
5,140
-2,016
2315
$384K ﹤0.01%
22,111
+1,750
2316
$384K ﹤0.01%
53,658
+4,072
2317
$384K ﹤0.01%
2,179
+139
2318
$383K ﹤0.01%
22,164
+3,043
2319
$382K ﹤0.01%
11,654
-7,911
2320
$382K ﹤0.01%
13,218
-424
2321
$382K ﹤0.01%
4,235
+384
2322
$381K ﹤0.01%
22,355
-662
2323
$380K ﹤0.01%
17,396
-575
2324
$380K ﹤0.01%
4,887
-253
2325
$380K ﹤0.01%
10,665
+615
91 92
93
94 95