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
276
$13.7M 0.07%
600,392
+29,248
277
$13.7M 0.07%
401,231
+4,234
278
$13.6M 0.07%
606,627
+95,426
279
$13.6M 0.07%
36,261
+10,093
280
$13.5M 0.07%
159,014
-9,416
281
$13.5M 0.07%
99,328
+6,758
282
$13.4M 0.07%
373,651
-4,068
283
$13.4M 0.07%
294,671
+10,289
284
$13.4M 0.07%
482,696
-387,728
285
$13.4M 0.07%
114,834
+7,960
286
$13.3M 0.07%
736,979
-5,131
287
$13.3M 0.07%
720,152
+89,739
288
$13.3M 0.07%
263,022
+22,663
289
$13.3M 0.07%
57,230
+9,752
290
$13.2M 0.07%
821,242
-715,228
291
$13.2M 0.07%
62,418
-4,680
292
$13.1M 0.07%
293,221
-51,296
293
$13M 0.07%
139,944
-6,694
294
$13M 0.07%
617,969
+151,694
295
$12.9M 0.07%
23,671
-4,719
296
$12.9M 0.07%
157,846
-23,874
297
$12.8M 0.07%
142,670
+67,363
298
$12.8M 0.07%
1,143,530
+127,365
299
$12.7M 0.07%
580,995
+36,504
300
$12.6M 0.07%
95,982
-1,875
10 11
12
13 14