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
2576
$250K ﹤0.01%
89,301
-8,813
2577
$249K ﹤0.01%
1,501
-153
2578
$249K ﹤0.01%
9,025
+45
2579
$249K ﹤0.01%
9,059
+14
2580
$249K ﹤0.01%
2,936
-155
2581
$249K ﹤0.01%
9,506
+422
2582
$248K ﹤0.01%
18,877
-827
2583
$248K ﹤0.01%
4,059
-19
2584
$248K ﹤0.01%
12,712
-554
2585
$247K ﹤0.01%
1,287
+81
2586
$246K ﹤0.01%
+10,611
2587
$246K ﹤0.01%
19,549
-2,226
2588
$246K ﹤0.01%
2,920
+16
2589
$245K ﹤0.01%
2,674
+211
2590
$245K ﹤0.01%
111,137
+5,363
2591
$245K ﹤0.01%
30,289
+190
2592
$244K ﹤0.01%
34,700
+1,850
2593
$244K ﹤0.01%
+6,720
2594
$244K ﹤0.01%
15,652
+637
2595
$243K ﹤0.01%
7,943
+330
2596
$243K ﹤0.01%
+2,528
2597
$243K ﹤0.01%
3,450
-677
2598
$243K ﹤0.01%
21,083
-8,237
2599
$242K ﹤0.01%
15,338
-200
2600
$242K ﹤0.01%
3,747
-1,141
102 103
104
105 106