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
2601
$242K ﹤0.01%
+11,611
2602
$242K ﹤0.01%
7,298
-23,391
2603
$242K ﹤0.01%
4,777
-140
2604
$241K ﹤0.01%
+2,912
2605
$241K ﹤0.01%
10,592
2606
$241K ﹤0.01%
11,810
-1,384
2607
$240K ﹤0.01%
7,454
+41
2608
$240K ﹤0.01%
10,406
-6,148
2609
$240K ﹤0.01%
17,668
-4,567
2610
$240K ﹤0.01%
+12,069
2611
$240K ﹤0.01%
5,001
-999
2612
$240K ﹤0.01%
+6,304
2613
$240K ﹤0.01%
27,959
-335
2614
$240K ﹤0.01%
3,501
-91
2615
$239K ﹤0.01%
2,835
-37
2616
$239K ﹤0.01%
4,188
+334
2617
$239K ﹤0.01%
15,711
-2,739
2618
$239K ﹤0.01%
1,558
-12
2619
$239K ﹤0.01%
+22,920
2620
$238K ﹤0.01%
9,981
-686
2621
$238K ﹤0.01%
+9,097
2622
$237K ﹤0.01%
5,815
-264
2623
$237K ﹤0.01%
10,920
+557
2624
$237K ﹤0.01%
40,455
+18,002
2625
$236K ﹤0.01%
11,539
-35,428
103 104
105
106 107