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
3051
$17K ﹤0.01%
+12,000
3052
$17K ﹤0.01%
28,349
-1,107
3053
$17K ﹤0.01%
665
-76
3054
$16K ﹤0.01%
72,160
-2,000
3055
$16K ﹤0.01%
10,500
3056
$16K ﹤0.01%
10,200
-20
3057
$16K ﹤0.01%
+20,000
3058
$16K ﹤0.01%
5
-1
3059
$16K ﹤0.01%
26,818
+2,580
3060
$15K ﹤0.01%
26,750
3061
$15K ﹤0.01%
10,010
3062
$15K ﹤0.01%
11,202
3063
$15K ﹤0.01%
467
-5
3064
$14K ﹤0.01%
158
-37
3065
$14K ﹤0.01%
+10,441
3066
$13K ﹤0.01%
516
-75
3067
$13K ﹤0.01%
14,902
3068
$12K ﹤0.01%
1,000
+81
3069
$12K ﹤0.01%
10,094
-15,202
3070
$11K ﹤0.01%
+140
3071
$11K ﹤0.01%
2,705
-7,507
3072
$10K ﹤0.01%
1,452
3073
$10K ﹤0.01%
948
-575
3074
$10K ﹤0.01%
66
-1
3075
$8K ﹤0.01%
5,326
-5,538
121 122
123
124 125