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
426
$7.96M 0.04%
44,275
-816
427
$7.9M 0.04%
91,673
+4,804
428
$7.86M 0.04%
109,415
+9,369
429
$7.84M 0.04%
229,990
-925
430
$7.81M 0.04%
72,244
-4,242
431
$7.79M 0.04%
160,198
+5,023
432
$7.75M 0.04%
67,109
+6,154
433
$7.74M 0.04%
87,912
+908
434
$7.74M 0.04%
177,395
+18,134
435
$7.71M 0.04%
188,116
+11,789
436
$7.62M 0.04%
69,225
+26,429
437
$7.56M 0.04%
95,933
+1,290
438
$7.54M 0.04%
296,472
+9,016
439
$7.53M 0.04%
55,552
-3,772
440
$7.5M 0.04%
90,059
+2,565
441
$7.46M 0.04%
199,714
+24,074
442
$7.42M 0.04%
41,311
+2,797
443
$7.38M 0.04%
86,260
+12,186
444
$7.38M 0.04%
51,159
+1,796
445
$7.37M 0.04%
129,457
+17,969
446
$7.37M 0.04%
64,164
+1,028
447
$7.35M 0.04%
316,625
+247,697
448
$7.34M 0.04%
78,315
-1,969
449
$7.34M 0.04%
193,050
-13,782
450
$7.32M 0.04%
136,907
+13,277
16 17
18
19 20