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
2751
$201K ﹤0.01%
+6,533
2752
$201K ﹤0.01%
+4,366
2753
$201K ﹤0.01%
+7,319
2754
$201K ﹤0.01%
+2,466
2755
$201K ﹤0.01%
5,783
-342
2756
$201K ﹤0.01%
17,842
+529
2757
$201K ﹤0.01%
+3,369
2758
$200K ﹤0.01%
+9,322
2759
$200K ﹤0.01%
+3,332
2760
$200K ﹤0.01%
+8,427
2761
$200K ﹤0.01%
+5,603
2762
$198K ﹤0.01%
36,665
+447
2763
$197K ﹤0.01%
+11,347
2764
$197K ﹤0.01%
35,559
+6,665
2765
$196K ﹤0.01%
13,356
-6,355
2766
$193K ﹤0.01%
14,402
-572
2767
$191K ﹤0.01%
16,271
-437
2768
$191K ﹤0.01%
12,988
+258
2769
$191K ﹤0.01%
37,529
-263,598
2770
$191K ﹤0.01%
30,971
-738
2771
$190K ﹤0.01%
69,806
+9,484
2772
$190K ﹤0.01%
42,538
-3,094
2773
$189K ﹤0.01%
23,199
+100
2774
$189K ﹤0.01%
63,921
+590
2775
$187K ﹤0.01%
36,020
+970
109 110
111
112 113