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
2876
$119K ﹤0.01%
11,700
2877
$118K ﹤0.01%
2,645
-175
2878
$117K ﹤0.01%
30,595
+18,337
2879
$116K ﹤0.01%
32,482
-2,280
2880
$116K ﹤0.01%
10,158
-372
2881
$116K ﹤0.01%
+10,452
2882
$115K ﹤0.01%
+25,304
2883
$115K ﹤0.01%
17,137
+205
2884
$114K ﹤0.01%
20,110
+1,300
2885
$113K ﹤0.01%
13,243
-7,709
2886
$112K ﹤0.01%
18,342
+5,421
2887
$112K ﹤0.01%
1,343
+11
2888
$112K ﹤0.01%
11,005
+70
2889
$112K ﹤0.01%
+16,507
2890
$111K ﹤0.01%
12,148
-8,283
2891
$111K ﹤0.01%
+10,784
2892
$110K ﹤0.01%
18,784
2893
$110K ﹤0.01%
40,115
-72,705
2894
$110K ﹤0.01%
10,803
-795
2895
$108K ﹤0.01%
7,925
+543
2896
$107K ﹤0.01%
+10,490
2897
$106K ﹤0.01%
5,521
-1,147
2898
$106K ﹤0.01%
17,319
-3,185
2899
$106K ﹤0.01%
16,073
+4,020
2900
$103K ﹤0.01%
+10,003
114 115
116
117 118