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
3026
$25K ﹤0.01%
+36,792
3027
$25K ﹤0.01%
+19,075
3028
$24K ﹤0.01%
17,982
+50
3029
$23K ﹤0.01%
+27
3030
$23K ﹤0.01%
+20,108
3031
$23K ﹤0.01%
607
3032
$23K ﹤0.01%
2,956
-614
3033
$22K ﹤0.01%
37,480
-204,624
3034
$22K ﹤0.01%
11,748
-172
3035
$22K ﹤0.01%
16,374
-2,425
3036
$21K ﹤0.01%
+2,905
3037
$20K ﹤0.01%
11,231
3038
$20K ﹤0.01%
1,167
-566
3039
$20K ﹤0.01%
6,136
+348
3040
$20K ﹤0.01%
11,996
-1,766
3041
$20K ﹤0.01%
13,021
3042
$19K ﹤0.01%
906
-10
3043
$19K ﹤0.01%
52,833
-8,129
3044
$19K ﹤0.01%
10,500
3045
$18K ﹤0.01%
27,234
+127
3046
$18K ﹤0.01%
508
-33
3047
$18K ﹤0.01%
37,050
+4,050
3048
$18K ﹤0.01%
10,258
-3,102
3049
$18K ﹤0.01%
23,760
+2,699
3050
$17K ﹤0.01%
13
120 121
122
123 124