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
2801
$170K ﹤0.01%
16,639
-472
2802
$170K ﹤0.01%
37,643
-91
2803
$170K ﹤0.01%
11,579
-442
2804
$169K ﹤0.01%
13,721
-6,834
2805
$169K ﹤0.01%
135,039
-75,277
2806
$169K ﹤0.01%
750
-516
2807
$168K ﹤0.01%
12,034
+831
2808
$165K ﹤0.01%
50,064
-9,434
2809
$165K ﹤0.01%
11,768
-165
2810
$164K ﹤0.01%
13,837
+1,342
2811
$163K ﹤0.01%
26,320
+12,116
2812
$162K ﹤0.01%
20,200
+1,112
2813
$161K ﹤0.01%
+12,857
2814
$160K ﹤0.01%
51,075
-4,434
2815
$160K ﹤0.01%
13,868
-2,000
2816
$160K ﹤0.01%
283
+232
2817
$159K ﹤0.01%
2,283
-744
2818
$159K ﹤0.01%
26,334
-9,001
2819
$158K ﹤0.01%
12,677
2820
$158K ﹤0.01%
14,067
+1,942
2821
$157K ﹤0.01%
18,289
+3,098
2822
$156K ﹤0.01%
14,772
-9,704
2823
$156K ﹤0.01%
93,117
+1,102
2824
$155K ﹤0.01%
12,561
+2,498
2825
$153K ﹤0.01%
42,408
+1,666
111 112
113
114 115