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
2551
$259K ﹤0.01%
9,361
+484
2552
$258K ﹤0.01%
20,259
+80
2553
$258K ﹤0.01%
4,926
+364
2554
$258K ﹤0.01%
+2,360
2555
$258K ﹤0.01%
14,618
-174
2556
$258K ﹤0.01%
+4,712
2557
$257K ﹤0.01%
+178
2558
$256K ﹤0.01%
+2,445
2559
$256K ﹤0.01%
9,078
-51
2560
$255K ﹤0.01%
4,343
-263
2561
$255K ﹤0.01%
1,066
-104
2562
$255K ﹤0.01%
22,920
+1,895
2563
$255K ﹤0.01%
9,508
-2,844
2564
$254K ﹤0.01%
+3,722
2565
$253K ﹤0.01%
19,033
+2,821
2566
$252K ﹤0.01%
+8,807
2567
$252K ﹤0.01%
50,765
-2,698
2568
$251K ﹤0.01%
13,731
+623
2569
$251K ﹤0.01%
766
-6,401
2570
$251K ﹤0.01%
22,454
+283
2571
$251K ﹤0.01%
5,359
-218
2572
$251K ﹤0.01%
5,598
-2,091
2573
$251K ﹤0.01%
8,018
+348
2574
$251K ﹤0.01%
20,701
+1,645
2575
$250K ﹤0.01%
+8,459
101 102
103
104 105