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
2426
$336K ﹤0.01%
+7,223
2427
$335K ﹤0.01%
5,644
+193
2428
$334K ﹤0.01%
3,979
-56
2429
$334K ﹤0.01%
5,661
+1,763
2430
$334K ﹤0.01%
4,080
+3
2431
$334K ﹤0.01%
3,526
2432
$334K ﹤0.01%
7,025
-45
2433
$334K ﹤0.01%
12,957
2434
$332K ﹤0.01%
11,316
-2,341
2435
$331K ﹤0.01%
5,528
-1,592
2436
$331K ﹤0.01%
13,753
+965
2437
$330K ﹤0.01%
4,574
2438
$330K ﹤0.01%
3,092
-327
2439
$329K ﹤0.01%
2,419
+680
2440
$329K ﹤0.01%
6,405
+645
2441
$328K ﹤0.01%
+1,542
2442
$328K ﹤0.01%
4,935
+123
2443
$328K ﹤0.01%
8,440
-1,155
2444
$328K ﹤0.01%
4,762
+4
2445
$328K ﹤0.01%
167,600
+44,600
2446
$327K ﹤0.01%
7,415
+1,908
2447
$327K ﹤0.01%
20,655
+4,000
2448
$327K ﹤0.01%
+4,343
2449
$327K ﹤0.01%
+6,173
2450
$326K ﹤0.01%
10,113
+1,073
96 97
98
99 100