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
3076
$7K ﹤0.01%
2,225
-236
3077
$6K ﹤0.01%
38,500
3078
$6K ﹤0.01%
11,226
-5,642
3079
$6K ﹤0.01%
16,832
+500
3080
$5K ﹤0.01%
687
-50
3081
$5K ﹤0.01%
59,825
-9,000
3082
$4K ﹤0.01%
7
3083
$4K ﹤0.01%
68
3084
$4K ﹤0.01%
871
3085
$4K ﹤0.01%
+636
3086
$3K ﹤0.01%
1,793
-329
3087
$3K ﹤0.01%
891
+540
3088
$3K ﹤0.01%
1,489
3089
$2K ﹤0.01%
+1,374
3090
$2K ﹤0.01%
750
3091
$2K ﹤0.01%
1
3092
$1K ﹤0.01%
10,550
3093
$1K ﹤0.01%
+214
3094
– –
-11,262
3095
– –
-213
3096
– –
-20,971
3097
– –
-249
3098
– –
-4
3099
– –
-3,246
3100
– –
-4,862
122 123
124
125 126