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
2776
$186K ﹤0.01%
11,255
-16,388
2777
$186K ﹤0.01%
13,205
+1,070
2778
$185K ﹤0.01%
17,325
-24,664
2779
$183K ﹤0.01%
34,466
+107
2780
$183K ﹤0.01%
11,470
+1,400
2781
$183K ﹤0.01%
19,835
+463
2782
$182K ﹤0.01%
19,500
-2,000
2783
$182K ﹤0.01%
24,139
+8
2784
$181K ﹤0.01%
29,062
+1,650
2785
$180K ﹤0.01%
46,400
+10,400
2786
$179K ﹤0.01%
20,797
-1,063
2787
$177K ﹤0.01%
+11,320
2788
$177K ﹤0.01%
15,531
-1,804
2789
$176K ﹤0.01%
20,562
+2,989
2790
$176K ﹤0.01%
16,218
+991
2791
$175K ﹤0.01%
17,330
+5,484
2792
$174K ﹤0.01%
34,602
-4,177
2793
$174K ﹤0.01%
51,205
+8,108
2794
$173K ﹤0.01%
41,159
+2,000
2795
$173K ﹤0.01%
13,944
-115
2796
$173K ﹤0.01%
16,425
-2,412
2797
$172K ﹤0.01%
47,399
+711
2798
$171K ﹤0.01%
151,571
+910
2799
$171K ﹤0.01%
10,363
-3,007
2800
$170K ﹤0.01%
40,100
+25,100
110 111
112
113 114