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
2626
$236K ﹤0.01%
6,532
+77
2627
$236K ﹤0.01%
36,908
-200
2628
$235K ﹤0.01%
1,016
-1,447
2629
$235K ﹤0.01%
48,511
+83
2630
$235K ﹤0.01%
26,338
-5,561
2631
$235K ﹤0.01%
9,216
-227
2632
$234K ﹤0.01%
+2,149
2633
$234K ﹤0.01%
+3,489
2634
$233K ﹤0.01%
6,447
+1,311
2635
$233K ﹤0.01%
+13,329
2636
$233K ﹤0.01%
10,507
2637
$232K ﹤0.01%
+3,224
2638
$232K ﹤0.01%
+3,942
2639
$232K ﹤0.01%
+9,871
2640
$231K ﹤0.01%
+9,324
2641
$231K ﹤0.01%
18,194
-624
2642
$230K ﹤0.01%
16,993
+735
2643
$230K ﹤0.01%
14,548
-3,730
2644
$230K ﹤0.01%
11,142
+300
2645
$230K ﹤0.01%
3,982
-1,185
2646
$229K ﹤0.01%
+3,570
2647
$229K ﹤0.01%
25,122
+100
2648
$229K ﹤0.01%
+8,055
2649
$229K ﹤0.01%
12,711
-1,506
2650
$228K ﹤0.01%
301
+2
104 105
106
107 108