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
2676
$219K ﹤0.01%
9,719
-11
2677
$219K ﹤0.01%
10,321
-220
2678
$219K ﹤0.01%
23,787
+12,617
2679
$218K ﹤0.01%
+6,048
2680
$218K ﹤0.01%
+1,076
2681
$218K ﹤0.01%
+9,166
2682
$218K ﹤0.01%
9,542
-8,298
2683
$218K ﹤0.01%
+7,297
2684
$218K ﹤0.01%
3,091
+1
2685
$217K ﹤0.01%
6,673
-696
2686
$217K ﹤0.01%
3,501
-1,146
2687
$217K ﹤0.01%
+8,337
2688
$217K ﹤0.01%
1,932
+285
2689
$216K ﹤0.01%
15,790
+3,887
2690
$216K ﹤0.01%
10,327
+154
2691
$215K ﹤0.01%
17,342
+636
2692
$215K ﹤0.01%
36,750
+4,228
2693
$215K ﹤0.01%
19,374
-737
2694
$215K ﹤0.01%
+7,614
2695
$215K ﹤0.01%
+2,147
2696
$214K ﹤0.01%
+5,325
2697
$214K ﹤0.01%
+9,254
2698
$214K ﹤0.01%
+8,611
2699
$214K ﹤0.01%
+2,863
2700
$214K ﹤0.01%
6,148
-557
106 107
108
109 110