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
251
$15.2M 0.08%
268,425
+13,710
252
$15.2M 0.08%
369,991
+205,080
253
$15.1M 0.08%
368,642
+278,508
254
$15M 0.08%
97,973
-10,300
255
$15M 0.08%
373,864
-13,612
256
$14.6M 0.08%
275,919
+18,882
257
$14.6M 0.08%
325,424
-51,910
258
$14.5M 0.08%
173,847
-167,925
259
$14.5M 0.08%
31
-1
260
$14.3M 0.07%
275,086
+9,932
261
$14.3M 0.07%
233,520
-4,484
262
$14.3M 0.07%
183,927
-46,616
263
$14.2M 0.07%
57,367
-2,939
264
$14.2M 0.07%
85,956
+2,166
265
$14.2M 0.07%
198,706
-40,214
266
$14.1M 0.07%
542,744
-70,754
267
$14M 0.07%
344,267
+7,955
268
$14M 0.07%
132,746
-6,337
269
$14M 0.07%
299,930
+13,232
270
$13.9M 0.07%
59,244
+2,975
271
$13.9M 0.07%
281,449
+5,060
272
$13.8M 0.07%
151,642
-44,024
273
$13.8M 0.07%
40,234
-6,635
274
$13.7M 0.07%
275,745
+78,240
275
$13.7M 0.07%
166,000
+50,496
9 10
11
12 13