Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$60.8M
3
+$38.2M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$29.1M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$29.1M

Top Sells

1
+$22.3M
2
+$22.1M
3
+$21.2M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$20.4M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$16.6M

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
– –
-4,129
3252
– –
-7
3253
– –
-11,626
3254
– –
-11,499
3255
– –
-166,189
3256
– –
-71,264
3257
– –
-25,738
3258
– –
-909
3259
– –
-4,923
3260
– –
-7,263
3261
– –
-11,889
3262
– –
-10,923
3263
– –
-16,962
3264
– –
-11,426
3265
– –
-10,832
3266
– –
-43,580
3267
– –
-24,702
3268
– –
-20,989
3269
– –
-99,772
3270
– –
-84,764
3271
– –
-8,303
3272
– –
-7,410
3273
– –
-16,516
3274
– –
-5,680
3275
– –
-15,623
127 128 129 130
131