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
3101
– –
-5,378
3102
– –
-988
3103
– –
-4,292
3104
– –
-2,714
3105
– –
-26,723
3106
– –
-16,883
3107
– –
-1,445
3108
– –
-21,478
3109
– –
-1,170
3110
– –
-31,000
3111
– –
-60
3112
– –
-10,363
3113
– –
-960
3114
– –
-61,667
3115
– –
-37,938
3116
– –
-211,124
3117
– –
-12,115
3118
– –
-19,375
3119
– –
-18,701
3120
– –
-15,904
3121
– –
-54,921
3122
– –
-16,057
3123
– –
-15,905
3124
– –
-4,760
3125
– –
-33,001
123 124
125
126 127