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
3251
– –
-11,499
3252
– –
-166,189
3253
– –
-18,892
3254
– –
-71,264
3255
– –
-25,738
3256
– –
-909
3257
– –
-4,923
3258
– –
-7,263
3259
– –
-5,924
3260
– –
-11,889
3261
– –
-10,923
3262
– –
-16,962
3263
– –
-11,426
3264
– –
-10,832
3265
– –
-217,900
3266
– –
-24,702
3267
– –
-20,989
3268
– –
-99,772
3269
– –
-84,764
3270
– –
-8,303
3271
– –
-7,410
3272
– –
-16,516
3273
– –
-5,680
3274
– –
-15,623
3275
– –
-15,986
127 128 129 130
131