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
2726
$207K ﹤0.01%
+6,723
2727
$207K ﹤0.01%
3,417
-1,371
2728
$206K ﹤0.01%
19,674
+322
2729
$206K ﹤0.01%
2,220
2730
$205K ﹤0.01%
+6,587
2731
$205K ﹤0.01%
+4,881
2732
$205K ﹤0.01%
17,320
-1,375
2733
$205K ﹤0.01%
+12,803
2734
$204K ﹤0.01%
+3,566
2735
$204K ﹤0.01%
42,564
-5,080
2736
$204K ﹤0.01%
25,662
-3,602
2737
$204K ﹤0.01%
+2,894
2738
$204K ﹤0.01%
+3,794
2739
$204K ﹤0.01%
4,492
-64
2740
$203K ﹤0.01%
2,872
-8,897
2741
$203K ﹤0.01%
+1,690
2742
$203K ﹤0.01%
30,264
-7,544
2743
$202K ﹤0.01%
+849
2744
$202K ﹤0.01%
+3,464
2745
$202K ﹤0.01%
+1,235
2746
$202K ﹤0.01%
+4,662
2747
$202K ﹤0.01%
1,269
-83
2748
$202K ﹤0.01%
+1,574
2749
$202K ﹤0.01%
11,054
-39
2750
$201K ﹤0.01%
4,180
-6,089
108 109
110
111 112