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
2351
$366K ﹤0.01%
575
+114
2352
$365K ﹤0.01%
53,733
2353
$364K ﹤0.01%
+24,050
2354
$364K ﹤0.01%
28,540
-1,099
2355
$364K ﹤0.01%
31,546
+8,402
2356
$363K ﹤0.01%
7,823
+2,420
2357
$363K ﹤0.01%
3,403
-155
2358
$363K ﹤0.01%
23,714
+2,985
2359
$362K ﹤0.01%
25,888
+2,174
2360
$362K ﹤0.01%
10,062
+542
2361
$361K ﹤0.01%
3,493
-478
2362
$361K ﹤0.01%
19,909
+1,970
2363
$361K ﹤0.01%
+14,728
2364
$361K ﹤0.01%
26,189
+36
2365
$360K ﹤0.01%
1,132
+33
2366
$360K ﹤0.01%
4,297
+125
2367
$359K ﹤0.01%
13,835
+1,311
2368
$359K ﹤0.01%
19,024
2369
$358K ﹤0.01%
29,514
-17,372
2370
$357K ﹤0.01%
12,427
+1,783
2371
$357K ﹤0.01%
3,141
-108
2372
$356K ﹤0.01%
7,380
+4
2373
$356K ﹤0.01%
6,538
-1,800
2374
$356K ﹤0.01%
10,060
+563
2375
$356K ﹤0.01%
48,893
+25,809
93 94
95
96 97