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
2376
$354K ﹤0.01%
12,290
2377
$353K ﹤0.01%
18,587
-17,773
2378
$352K ﹤0.01%
1,206
-1
2379
$352K ﹤0.01%
14,218
-437
2380
$352K ﹤0.01%
3,440
2381
$352K ﹤0.01%
+6,308
2382
$352K ﹤0.01%
23,991
+4,942
2383
$351K ﹤0.01%
19,517
+877
2384
$351K ﹤0.01%
3,504
+91
2385
$351K ﹤0.01%
36,694
-3,624
2386
$351K ﹤0.01%
24,400
-244
2387
$350K ﹤0.01%
2,644
+354
2388
$350K ﹤0.01%
11,748
-590
2389
$350K ﹤0.01%
19,882
+1,512
2390
$350K ﹤0.01%
22,458
-5,563
2391
$350K ﹤0.01%
7,824
+1,092
2392
$350K ﹤0.01%
+14,988
2393
$349K ﹤0.01%
9,934
-5,171
2394
$349K ﹤0.01%
12,216
-407
2395
$348K ﹤0.01%
6,914
-126
2396
$348K ﹤0.01%
13,692
-6,494
2397
$348K ﹤0.01%
5,254
+338
2398
$347K ﹤0.01%
18,401
+3,560
2399
$347K ﹤0.01%
7,650
+1,759
2400
$347K ﹤0.01%
19,849
+608
94 95
96
97 98