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
$19.3B
AUM Growth
+$1.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,283
New
Increased
Reduced
Closed

Top Buys

1
+$66.9M
2
+$60.5M
3
+$38.9M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$29.1M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$28.9M

Top Sells

1
+$22.4M
2
+$22M
3
+$20.3M
4
AAPL icon
Apple
AAPL
+$19.3M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$16.7M

Sector Composition

1 Technology 7.96%
2 Financials 4.93%
3 Healthcare 4.48%
4 Consumer Discretionary 3.58%
5 Consumer Staples 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16.6M 0.09%
1,043,109
-79,624
227
$16.5M 0.09%
222,071
+74,817
228
$16.5M 0.09%
79,645
+4,487
229
$16.5M 0.09%
471,348
+12,282
230
$16.4M 0.09%
491,736
-2,791
231
$16.4M 0.09%
397,162
-124,313
232
$16.4M 0.09%
619,959
+48,617
233
$16.4M 0.08%
161,764
+9,610
234
$16.3M 0.08%
234,811
-1,535
235
$16.3M 0.08%
1,089,837
+48,555
236
$16.2M 0.08%
417,761
-10,047
237
$16.1M 0.08%
322,261
-15,035
238
$16.1M 0.08%
52,956
+13,078
239
$16M 0.08%
559,609
-43,122
240
$16M 0.08%
254,543
+45,447
241
$15.9M 0.08%
418,879
+20,039
242
$15.8M 0.08%
233,538
+103,716
243
$15.8M 0.08%
169,969
+97,898
244
$15.7M 0.08%
35,554
+4,868
245
$15.7M 0.08%
+3,326,855
246
$15.6M 0.08%
504,741
-31,235
247
$15.6M 0.08%
21,984
-1,273
248
$15.5M 0.08%
98,626
-1,649
249
$15.4M 0.08%
598,369
-15,328
250
$15.2M 0.08%
255,121
-58,756
8 9
10
11 12