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
2451
$326K ﹤0.01%
2,729
+74
2452
$325K ﹤0.01%
36,149
+9,388
2453
$325K ﹤0.01%
7,145
+358
2454
$325K ﹤0.01%
13,518
-731
2455
$325K ﹤0.01%
7,480
+394
2456
$324K ﹤0.01%
5,210
-1,207
2457
$324K ﹤0.01%
6,477
2458
$324K ﹤0.01%
6,390
+228
2459
$323K ﹤0.01%
6,615
-144
2460
$323K ﹤0.01%
23,774
-2,003
2461
$323K ﹤0.01%
23,899
-1,276
2462
$323K ﹤0.01%
+12,095
2463
$323K ﹤0.01%
6,528
-1,103
2464
$322K ﹤0.01%
9,014
+2,418
2465
$321K ﹤0.01%
182
-3,085
2466
$321K ﹤0.01%
2,844
-9
2467
$321K ﹤0.01%
+10,633
2468
$321K ﹤0.01%
46,292
-7,935
2469
$321K ﹤0.01%
+32,226
2470
$320K ﹤0.01%
9,508
-89
2471
$320K ﹤0.01%
5,224
-2,670
2472
$320K ﹤0.01%
31,616
+5,166
2473
$319K ﹤0.01%
17,899
-5,644
2474
$319K ﹤0.01%
7,934
+1,128
2475
$318K ﹤0.01%
10,447
-6,420
97 98
99
100 101