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
2326
$379K ﹤0.01%
55,972
-7,045
2327
$379K ﹤0.01%
10,827
+410
2328
$379K ﹤0.01%
22,987
-286
2329
$378K ﹤0.01%
14,760
+822
2330
$378K ﹤0.01%
3,568
+361
2331
$377K ﹤0.01%
9,548
+460
2332
$376K ﹤0.01%
3,309
+364
2333
$375K ﹤0.01%
8,817
+10
2334
$375K ﹤0.01%
5,389
+523
2335
$374K ﹤0.01%
25,998
+1,823
2336
$373K ﹤0.01%
6,511
+5
2337
$373K ﹤0.01%
2,662
-37
2338
$372K ﹤0.01%
4,109
-164
2339
$372K ﹤0.01%
10,705
-10,712
2340
$372K ﹤0.01%
7,609
+78
2341
$371K ﹤0.01%
37,657
-5,592
2342
$371K ﹤0.01%
1,926
+221
2343
$370K ﹤0.01%
+10,796
2344
$369K ﹤0.01%
34,488
-6,908
2345
$368K ﹤0.01%
3,831
-1,168
2346
$368K ﹤0.01%
1,558
-2,007
2347
$367K ﹤0.01%
10,534
+82
2348
$367K ﹤0.01%
17,036
-1,562
2349
$366K ﹤0.01%
1,489
+261
2350
$366K ﹤0.01%
+7,353
92 93
94
95 96