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
2701
$214K ﹤0.01%
+3,393
2702
$214K ﹤0.01%
554
+7
2703
$213K ﹤0.01%
8,363
-2,149
2704
$213K ﹤0.01%
+7,552
2705
$213K ﹤0.01%
1,644
-467
2706
$213K ﹤0.01%
13,524
-1,200
2707
$213K ﹤0.01%
5,204
-170
2708
$213K ﹤0.01%
126,558
+7,000
2709
$212K ﹤0.01%
26,568
+278
2710
$212K ﹤0.01%
+6,786
2711
$212K ﹤0.01%
19,126
+8,648
2712
$212K ﹤0.01%
7,931
-9,219
2713
$211K ﹤0.01%
9,718
-60,399
2714
$210K ﹤0.01%
+3,715
2715
$209K ﹤0.01%
+3,769
2716
$209K ﹤0.01%
+2,875
2717
$209K ﹤0.01%
+9,845
2718
$209K ﹤0.01%
+4,933
2719
$209K ﹤0.01%
+5,895
2720
$208K ﹤0.01%
42,099
+1,540
2721
$208K ﹤0.01%
+3,287
2722
$208K ﹤0.01%
23,746
+3,300
2723
$208K ﹤0.01%
+5,398
2724
$208K ﹤0.01%
+2,748
2725
$207K ﹤0.01%
+4,771
107 108
109
110 111