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
451
$7.3M 0.04%
226,598
+60,529
452
$7.29M 0.04%
22,348
-5,365
453
$7.29M 0.04%
151,962
+1,708
454
$7.28M 0.04%
307,669
+4,163
455
$7.27M 0.04%
27,400
-10,486
456
$7.26M 0.04%
107,314
+10,148
457
$7.26M 0.04%
104,074
+6,662
458
$7.23M 0.04%
164,593
+28,953
459
$7.23M 0.04%
68,738
-8,396
460
$7.21M 0.04%
215,252
-1,851
461
$7.18M 0.04%
286,637
+30,115
462
$7.16M 0.04%
47,774
-17,810
463
$7.16M 0.04%
158,284
+10,101
464
$7.14M 0.04%
122,728
+21,448
465
$7.11M 0.04%
67,551
-5,804
466
$7.09M 0.04%
688,772
-247,214
467
$7.09M 0.04%
40,841
+2,654
468
$7.08M 0.04%
361,547
+1,003
469
$7.05M 0.04%
98,520
+24,883
470
$7.03M 0.04%
91,957
-1,463
471
$7.01M 0.04%
124,123
-39,292
472
$6.97M 0.04%
113,614
+8,676
473
$6.97M 0.04%
30,498
+7,560
474
$6.95M 0.04%
73,122
+1,094
475
$6.94M 0.04%
138,832
-66,860
17 18
19
20 21