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
401
$8.83M 0.05%
215,796
-44,566
402
$8.81M 0.05%
1,068,662
-43,288
403
$8.71M 0.05%
136,021
-346
404
$8.71M 0.05%
91,358
+7,338
405
$8.71M 0.05%
77,217
+11,183
406
$8.7M 0.05%
175,732
-39,594
407
$8.68M 0.05%
104,686
-768
408
$8.68M 0.05%
428,180
+528
409
$8.63M 0.04%
112,712
+42,578
410
$8.62M 0.04%
52,549
-105
411
$8.61M 0.04%
182,653
-6,006
412
$8.6M 0.04%
82,462
-163
413
$8.59M 0.04%
464,615
+102,626
414
$8.54M 0.04%
577,620
+73,408
415
$8.4M 0.04%
52,037
-8,913
416
$8.36M 0.04%
397,891
+110,279
417
$8.34M 0.04%
144,712
-50,912
418
$8.21M 0.04%
60,045
+16,390
419
$8.14M 0.04%
337,370
-476,876
420
$8.13M 0.04%
33,554
+102
421
$8.12M 0.04%
164,077
+172
422
$8.06M 0.04%
4,000
+49
423
$8.05M 0.04%
65,405
-5,105
424
$8.05M 0.04%
81,983
+11,581
425
$7.99M 0.04%
73,471
+3,672
15 16
17
18 19