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
3001
$41K ﹤0.01%
27,880
-8,570
3002
$40K ﹤0.01%
4,366
+386
3003
$39K ﹤0.01%
10,410
3004
$39K ﹤0.01%
11,999
-3,244
3005
$39K ﹤0.01%
25,543
-1,800
3006
$38K ﹤0.01%
17,476
-1,179
3007
$38K ﹤0.01%
22,118
-6,566
3008
$38K ﹤0.01%
73,400
3009
$37K ﹤0.01%
+12,980
3010
$37K ﹤0.01%
5,075
-7
3011
$37K ﹤0.01%
+12,088
3012
$36K ﹤0.01%
11,916
-2,100
3013
$35K ﹤0.01%
16,980
-70
3014
$34K ﹤0.01%
22,375
-1,610
3015
$34K ﹤0.01%
14,400
3016
$33K ﹤0.01%
13,017
-5,324
3017
$29K ﹤0.01%
31,060
-15,224
3018
$29K ﹤0.01%
15,200
+200
3019
$29K ﹤0.01%
15,166
3020
$27K ﹤0.01%
49
-14
3021
$26K ﹤0.01%
23,199
-2,469
3022
$26K ﹤0.01%
741
-36
3023
$26K ﹤0.01%
21,689
-15,250
3024
$26K ﹤0.01%
+10,116
3025
$26K ﹤0.01%
76,300
119 120
121
122 123