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
2851
$139K ﹤0.01%
55,016
-10,000
2852
$137K ﹤0.01%
+11,703
2853
$136K ﹤0.01%
16,576
-2,273
2854
$135K ﹤0.01%
23,327
-1,889
2855
$134K ﹤0.01%
16,978
+1,800
2856
$133K ﹤0.01%
16,357
-3,360
2857
$133K ﹤0.01%
29,013
-9,876
2858
$132K ﹤0.01%
19,375
+2,216
2859
$132K ﹤0.01%
23,861
+2,493
2860
$132K ﹤0.01%
16,239
+400
2861
$131K ﹤0.01%
15,004
-140
2862
$131K ﹤0.01%
5,113
+399
2863
$130K ﹤0.01%
+13,041
2864
$130K ﹤0.01%
34,272
-651
2865
$129K ﹤0.01%
+12,273
2866
$129K ﹤0.01%
14,124
+215
2867
$128K ﹤0.01%
16,617
+19
2868
$127K ﹤0.01%
68,254
-258
2869
$126K ﹤0.01%
12,286
-4,080
2870
$126K ﹤0.01%
35,342
-9,189
2871
$124K ﹤0.01%
55,087
+17,600
2872
$122K ﹤0.01%
20,008
-1,375
2873
$122K ﹤0.01%
13,968
-500
2874
$121K ﹤0.01%
23,710
+2
2875
$121K ﹤0.01%
1,867
-162
113 114
115
116 117