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
2951
$68K ﹤0.01%
+20,344
2952
$68K ﹤0.01%
178
+48
2953
$64K ﹤0.01%
16,384
-1,585
2954
– –
0
2955
$64K ﹤0.01%
14,391
+1,045
2956
$64K ﹤0.01%
19,425
-27,662
2957
$62K ﹤0.01%
99,761
2958
$61K ﹤0.01%
+18,976
2959
$61K ﹤0.01%
+11,950
2960
$61K ﹤0.01%
21,943
+19
2961
$59K ﹤0.01%
15,236
2962
$59K ﹤0.01%
32,808
-5,510
2963
$58K ﹤0.01%
4,741
-2,005
2964
$58K ﹤0.01%
13,543
-2,354
2965
$58K ﹤0.01%
17,294
-2,827
2966
$57K ﹤0.01%
23,346
+3,297
2967
$56K ﹤0.01%
1,180
-114
2968
$56K ﹤0.01%
831
+481
2969
$56K ﹤0.01%
112
+12
2970
$55K ﹤0.01%
+17,722
2971
$53K ﹤0.01%
21,000
2972
$52K ﹤0.01%
10,000
2973
$52K ﹤0.01%
20,239
-32,881
2974
$51K ﹤0.01%
15,207
-3,675
2975
$51K ﹤0.01%
17,454
+5,743
117 118
119
120 121