Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$60.8M
3
+$38.2M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$29.1M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$29.1M

Top Sells

1
+$22.3M
2
+$22.1M
3
+$21.2M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$20.4M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$16.6M

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
2501
$274K ﹤0.01%
+2,417
2502
$274K ﹤0.01%
16,267
-1,270
2503
$274K ﹤0.01%
13,531
-7,800
2504
$273K ﹤0.01%
24,455
+3,725
2505
$273K ﹤0.01%
53,450
+230
2506
$273K ﹤0.01%
19,058
+1,104
2507
$273K ﹤0.01%
14,674
-2,363
2508
$272K ﹤0.01%
10,733
+4,015
2509
$271K ﹤0.01%
25,745
-6,949
2510
$271K ﹤0.01%
43,994
+2,541
2511
$271K ﹤0.01%
+2,627
2512
$270K ﹤0.01%
5,344
-429
2513
$270K ﹤0.01%
16,326
-3,565
2514
$270K ﹤0.01%
7,181
+1,735
2515
$270K ﹤0.01%
5,496
+47
2516
$270K ﹤0.01%
27,357
-1,000
2517
$269K ﹤0.01%
15,544
-1,465
2518
$269K ﹤0.01%
13,939
+1,258
2519
$269K ﹤0.01%
2,803
-855
2520
$269K ﹤0.01%
3,704
-406
2521
$268K ﹤0.01%
3,154
-6
2522
$267K ﹤0.01%
5,249
+215
2523
$266K ﹤0.01%
26,181
-966
2524
$266K ﹤0.01%
12,888
-588
2525
$266K ﹤0.01%
19,021
-13,577
99 100
101
102 103