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
301
$12.6M 0.07%
286,977
+618
302
$12.5M 0.07%
254,464
+43,913
303
$12.5M 0.06%
516,672
+10,526
304
$12.5M 0.06%
94,051
+4,404
305
$12.4M 0.06%
267,731
+6,267
306
$12.4M 0.06%
610,548
+5,286
307
$12.4M 0.06%
143,922
-17,588
308
$12.2M 0.06%
272,000
+14,990
309
$12.2M 0.06%
312,398
+32,615
310
$12.2M 0.06%
104,022
+249
311
$12M 0.06%
90,970
+850
312
$12M 0.06%
1,007,419
+103,223
313
$11.9M 0.06%
153,715
-449
314
$11.9M 0.06%
72,075
+38,652
315
$11.9M 0.06%
125,290
-14,425
316
$11.9M 0.06%
180,913
+6,081
317
$11.9M 0.06%
241,715
+185,150
318
$11.8M 0.06%
239,213
-4,968
319
$11.8M 0.06%
146,711
+80,394
320
$11.8M 0.06%
529,256
+13,264
321
$11.8M 0.06%
47,720
-1,659
322
$11.6M 0.06%
1,190,420
-32,327
323
$11.5M 0.06%
43,250
-509
324
$11.5M 0.06%
52,240
+5,043
325
$11.5M 0.06%
48,552
-367
11 12
13
14 15