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
2926
$91K ﹤0.01%
14,417
+2,010
2927
$91K ﹤0.01%
39,396
+5,350
2928
$90K ﹤0.01%
+18,858
2929
$90K ﹤0.01%
101,326
+1,273
2930
$88K ﹤0.01%
10,112
-1,625
2931
$87K ﹤0.01%
+11,458
2932
$87K ﹤0.01%
12,777
-2,949
2933
$87K ﹤0.01%
22,600
2934
$86K ﹤0.01%
10,245
-521
2935
$84K ﹤0.01%
10,050
2936
$83K ﹤0.01%
11,704
-344
2937
$83K ﹤0.01%
35,478
-5,801
2938
$81K ﹤0.01%
990
+147
2939
$80K ﹤0.01%
+10,219
2940
$77K ﹤0.01%
28,050
+5,050
2941
$74K ﹤0.01%
48,659
-2,545
2942
$73K ﹤0.01%
41,634
+200
2943
$73K ﹤0.01%
11,196
2944
$72K ﹤0.01%
+19,065
2945
$72K ﹤0.01%
13,362
-152
2946
$71K ﹤0.01%
23,642
-2,375
2947
$71K ﹤0.01%
3,784
+469
2948
$70K ﹤0.01%
23,488
2949
$69K ﹤0.01%
15,950
-4,817
2950
– –
0
116 117
118
119 120