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
2651
$228K ﹤0.01%
26,157
-2,086
2652
$228K ﹤0.01%
+6,961
2653
$228K ﹤0.01%
+4,585
2654
$227K ﹤0.01%
+4,650
2655
$225K ﹤0.01%
8,250
-1,780
2656
$225K ﹤0.01%
+9,014
2657
$225K ﹤0.01%
8,942
-65,366
2658
$224K ﹤0.01%
4,880
-200
2659
$224K ﹤0.01%
18,978
+161
2660
$224K ﹤0.01%
+4,490
2661
$224K ﹤0.01%
50,010
2662
$223K ﹤0.01%
6,153
-20
2663
$223K ﹤0.01%
+2,575
2664
$223K ﹤0.01%
+17,463
2665
$222K ﹤0.01%
+3,747
2666
$222K ﹤0.01%
+7,252
2667
$221K ﹤0.01%
+4,814
2668
$221K ﹤0.01%
5,658
+197
2669
$221K ﹤0.01%
8,115
+2,074
2670
$221K ﹤0.01%
+12,017
2671
$221K ﹤0.01%
18,387
+715
2672
$221K ﹤0.01%
3,922
-23,934
2673
$220K ﹤0.01%
18,079
+3,595
2674
$220K ﹤0.01%
1,800
+4
2675
$220K ﹤0.01%
24,237
-1,000
105 106
107
108 109