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
2401
$347K ﹤0.01%
3,034
-1,475
2402
$346K ﹤0.01%
35,244
+1,573
2403
$345K ﹤0.01%
3,459
+1,000
2404
$345K ﹤0.01%
18,553
+412
2405
$345K ﹤0.01%
+5,852
2406
$345K ﹤0.01%
8,186
+1
2407
$345K ﹤0.01%
+11,679
2408
$345K ﹤0.01%
+12,219
2409
$344K ﹤0.01%
2,526
+173
2410
$344K ﹤0.01%
1,059
+18
2411
$344K ﹤0.01%
3,101
+165
2412
$343K ﹤0.01%
3,913
-125
2413
$342K ﹤0.01%
1,363
+100
2414
$342K ﹤0.01%
2,437
-179
2415
$341K ﹤0.01%
9,249
+1,020
2416
$340K ﹤0.01%
5,430
-67
2417
$340K ﹤0.01%
5,363
+218
2418
$340K ﹤0.01%
9,963
-543
2419
$340K ﹤0.01%
49,107
+3,077
2420
$338K ﹤0.01%
21,786
+4,508
2421
$338K ﹤0.01%
276,791
-7,680
2422
$338K ﹤0.01%
+6,000
2423
$336K ﹤0.01%
30,264
-8,444
2424
$336K ﹤0.01%
4,744
-88
2425
$336K ﹤0.01%
21,458
+636
95 96
97
98 99