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
351
$10.3M 0.05%
74,435
+18,131
352
$10.3M 0.05%
358,542
+27,579
353
$10.3M 0.05%
468,495
+37,443
354
$10.3M 0.05%
130,903
-21,835
355
$10.3M 0.05%
270,088
+120,416
356
$10.3M 0.05%
171,875
+1,727
357
$10.3M 0.05%
139,378
+23,779
358
$10.3M 0.05%
93,619
+32,958
359
$10.2M 0.05%
277,209
+34,758
360
$10.2M 0.05%
69,783
+9,040
361
$10.2M 0.05%
203,191
+15,055
362
$10.2M 0.05%
30,668
+2,797
363
$10.1M 0.05%
72,458
+9,631
364
$10.1M 0.05%
136,188
+25,101
365
$10.1M 0.05%
455,304
+15,666
366
$10.1M 0.05%
77,849
+3,560
367
$10.1M 0.05%
220,343
+179,262
368
$10.1M 0.05%
32,625
-4,323
369
$9.99M 0.05%
63,251
+4,797
370
$9.93M 0.05%
97,848
+3,778
371
$9.9M 0.05%
101,640
-22,727
372
$9.89M 0.05%
365,956
+8,843
373
$9.87M 0.05%
259,723
-19,201
374
$9.8M 0.05%
56,256
+51,896
375
$9.78M 0.05%
139,026
+10,318
13 14
15
16 17