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
2901
$102K ﹤0.01%
14,783
-239
2902
$100K ﹤0.01%
1,641
+261
2903
$100K ﹤0.01%
19,295
-9,100
2904
$99K ﹤0.01%
+16,538
2905
$99K ﹤0.01%
+29,077
2906
$99K ﹤0.01%
6,969
-186
2907
$99K ﹤0.01%
10,085
-504
2908
$98K ﹤0.01%
14,014
-1,636
2909
$98K ﹤0.01%
24,980
-1,959
2910
$98K ﹤0.01%
16,528
+4,482
2911
$98K ﹤0.01%
13,386
-960
2912
$97K ﹤0.01%
10,070
+70
2913
$97K ﹤0.01%
+11,339
2914
$97K ﹤0.01%
30,854
-58
2915
$96K ﹤0.01%
15,368
+4,501
2916
$96K ﹤0.01%
13,014
+2,783
2917
$95K ﹤0.01%
+25,337
2918
$95K ﹤0.01%
+12,618
2919
$95K ﹤0.01%
10,113
-701
2920
$94K ﹤0.01%
21,874
+5,443
2921
$94K ﹤0.01%
28,864
-7,245
2922
$94K ﹤0.01%
13,737
-3,235
2923
$92K ﹤0.01%
22,603
-6,445
2924
$92K ﹤0.01%
13,478
2925
$92K ﹤0.01%
19,550
+2,198
115 116
117
118 119