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
2526
$265K ﹤0.01%
+11,813
2527
$265K ﹤0.01%
+4,354
2528
$265K ﹤0.01%
22,706
+957
2529
$264K ﹤0.01%
12,106
-349
2530
$264K ﹤0.01%
4,572
-7,704
2531
$263K ﹤0.01%
7,751
-1,754
2532
$262K ﹤0.01%
16,306
-89,633
2533
$262K ﹤0.01%
26,135
-132
2534
$262K ﹤0.01%
+9,497
2535
$262K ﹤0.01%
47,799
+490
2536
$262K ﹤0.01%
7,991
-18,208
2537
$262K ﹤0.01%
2,998
+733
2538
$261K ﹤0.01%
5,879
-2,087
2539
$260K ﹤0.01%
+5,513
2540
$260K ﹤0.01%
+435
2541
$260K ﹤0.01%
13,359
+668
2542
$260K ﹤0.01%
8,728
-332
2543
$260K ﹤0.01%
+9,763
2544
$260K ﹤0.01%
2,284
-57
2545
$260K ﹤0.01%
7,719
-477
2546
$260K ﹤0.01%
+13,034
2547
$259K ﹤0.01%
2,729
+47
2548
$259K ﹤0.01%
1,877
-1,373
2549
$259K ﹤0.01%
6,445
-3,478
2550
$259K ﹤0.01%
18,875
+2,552
100 101
102
103 104