Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
1
$905M 4.05%
5,096,011
+3,081
2
$849M 3.8%
1,944,246
+14,487
3
$531M 2.37%
1,334,561
+229,467
4
$449M 2.01%
7,065,057
-65,124
5
$374M 1.67%
783,195
+27,220
6
$362M 1.62%
1,075,494
+26,755
7
$347M 1.55%
1,437,152
-49,011
8
$329M 1.47%
1,975,740
+47,860
9
$276M 1.23%
580,221
+134,737
10
$243M 1.09%
2,864,270
+37,228
11
$192M 0.86%
3,477,592
-62,515
12
$187M 0.84%
1,088,913
-62,676
13
$173M 0.78%
5,895,650
-2,140
14
$164M 0.74%
2,033,885
-61,692
15
$157M 0.7%
446,439
+25,146
16
$155M 0.69%
482,315
+5,968
17
$147M 0.66%
3,413,527
+148,292
18
$139M 0.62%
757,518
+2,284
19
$137M 0.61%
459,254
+14,638
20
$133M 0.6%
2,385,563
+97,511
21
$133M 0.59%
1,640,875
+43,487
22
$126M 0.57%
873,200
+51,500
23
$118M 0.53%
677,959
-11,157
24
$113M 0.5%
778,020
+16,960
25
$107M 0.48%
825,873
+121,027
1
2 3 4 5