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
326
$11.5M 0.06%
146,625
+27,635
327
$11.5M 0.06%
1,020,471
+88,303
328
$11.5M 0.06%
88,689
+2,247
329
$11.4M 0.06%
54,806
+22,653
330
$11.3M 0.06%
263,687
+688
331
$11.3M 0.06%
139,007
-33,217
332
$11.3M 0.06%
342,107
-4,073
333
$11.3M 0.06%
176,192
+15,614
334
$11.2M 0.06%
112,992
-3,484
335
$11.2M 0.06%
502,757
+14,014
336
$11.1M 0.06%
281,574
+22,383
337
$11.1M 0.06%
117,350
-4,022
338
$11.1M 0.06%
161,277
-39,734
339
$11M 0.06%
63,682
+1,160
340
$10.7M 0.06%
88,363
+2,888
341
$10.7M 0.06%
205,267
+1,579
342
$10.7M 0.06%
239,163
+137,470
343
$10.6M 0.05%
101,634
+3,359
344
$10.6M 0.05%
437,624
-159,720
345
$10.5M 0.05%
47,666
+652
346
$10.5M 0.05%
96,736
+34,605
347
$10.5M 0.05%
82,454
+20,277
348
$10.4M 0.05%
43,644
-1,253
349
$10.4M 0.05%
136,368
-13,667
350
$10.4M 0.05%
70,126
+363
12 13
14
15 16