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
2476
$282K ﹤0.01%
7,967
+1
2477
$282K ﹤0.01%
+8,150
2478
$281K ﹤0.01%
14,782
+4,149
2479
$281K ﹤0.01%
7,186
+150
2480
$281K ﹤0.01%
82,944
-82,530
2481
$281K ﹤0.01%
6,092
-290
2482
$281K ﹤0.01%
33,322
-1,154
2483
$280K ﹤0.01%
4,262
+116
2484
$280K ﹤0.01%
6,228
+49
2485
$280K ﹤0.01%
49,071
+1,313
2486
$280K ﹤0.01%
2,175
-1,075
2487
$279K ﹤0.01%
24,683
-382
2488
$278K ﹤0.01%
+2,307
2489
$278K ﹤0.01%
12,124
-4,600
2490
$277K ﹤0.01%
+34,382
2491
$277K ﹤0.01%
17,579
+544
2492
$277K ﹤0.01%
8,707
-2,945
2493
$277K ﹤0.01%
6,163
+424
2494
$277K ﹤0.01%
4,772
+4
2495
$276K ﹤0.01%
+5,273
2496
$276K ﹤0.01%
3,398
-122
2497
$276K ﹤0.01%
+6,828
2498
$275K ﹤0.01%
11,700
2499
$275K ﹤0.01%
7,050
+100
2500
$274K ﹤0.01%
+2,417
98 99
100
101 102