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
2976
$50K ﹤0.01%
13,887
-265
2977
$49K ﹤0.01%
+10,758
2978
$49K ﹤0.01%
27,017
-1,056
2979
$48K ﹤0.01%
+1,584
2980
$48K ﹤0.01%
+11,000
2981
$48K ﹤0.01%
15,696
-1,467
2982
$48K ﹤0.01%
11,175
-300
2983
$48K ﹤0.01%
13,216
-2,247
2984
$47K ﹤0.01%
1,946
-219
2985
$47K ﹤0.01%
23,641
-1,710
2986
$47K ﹤0.01%
4,586
-2,610
2987
$47K ﹤0.01%
16,618
-3,448
2988
$46K ﹤0.01%
14,249
-1,943
2989
$46K ﹤0.01%
26,794
-31,899
2990
$46K ﹤0.01%
4,975
-870
2991
$45K ﹤0.01%
4,887
+10
2992
$45K ﹤0.01%
1,528
-100
2993
$43K ﹤0.01%
2,184
2994
$43K ﹤0.01%
17,317
-1,000
2995
$43K ﹤0.01%
20,000
2996
$42K ﹤0.01%
12,807
-7,233
2997
$42K ﹤0.01%
+11,580
2998
$41K ﹤0.01%
14,550
-2,025
2999
$41K ﹤0.01%
16,579
+612
3000
$41K ﹤0.01%
+10,798
118 119
120
121 122