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
2826
$152K ﹤0.01%
12,819
-30
2827
$152K ﹤0.01%
+3,213
2828
$152K ﹤0.01%
15,791
2829
$152K ﹤0.01%
8,864
+440
2830
$151K ﹤0.01%
17,374
-274
2831
$150K ﹤0.01%
24,171
-1,950
2832
$150K ﹤0.01%
22,907
+427
2833
$150K ﹤0.01%
12,225
+6,000
2834
$149K ﹤0.01%
19,981
2835
$149K ﹤0.01%
16,600
-785
2836
$149K ﹤0.01%
+32,760
2837
$148K ﹤0.01%
1,992
-114
2838
$147K ﹤0.01%
12,184
-2,000
2839
$146K ﹤0.01%
10,086
-233
2840
$145K ﹤0.01%
15,777
-700
2841
$145K ﹤0.01%
+15,871
2842
$145K ﹤0.01%
20,541
-1,164
2843
$144K ﹤0.01%
70,351
+17,517
2844
$144K ﹤0.01%
14,608
-1,488
2845
$144K ﹤0.01%
11,848
-2,148
2846
$142K ﹤0.01%
11,534
-200
2847
$140K ﹤0.01%
54,953
-6,724
2848
$140K ﹤0.01%
13,125
2849
$140K ﹤0.01%
10,000
-37
2850
$140K ﹤0.01%
11,888
+1,104
112 113
114
115 116