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
26
$99.6M 0.52%
906,420
-50,922
27
$97.1M 0.5%
1,937,357
+579,840
28
$96.6M 0.5%
637,472
+5,402
29
$93.8M 0.49%
2,134,696
-380,244
30
$93M 0.48%
1,564,138
+340,322
31
$92.5M 0.48%
523,349
+11,412
32
$92.4M 0.48%
1,695,405
+107,059
33
$91.2M 0.47%
940,198
-13,704
34
$90.6M 0.47%
1,873,570
+150,220
35
$90.3M 0.47%
532,546
+31,845
36
$88.2M 0.46%
545,923
+10,284
37
$87.1M 0.45%
649,315
-1,572
38
$86.6M 0.45%
5,928,710
-767,300
39
$86.3M 0.45%
977,956
-44,393
40
$84.7M 0.44%
1,464,844
-386,684
41
$84.3M 0.44%
395,336
-38,388
42
$84.2M 0.44%
1,872,888
+282,939
43
$80.2M 0.42%
603,828
+7,801
44
$79M 0.41%
440,099
-3,373
45
$78.4M 0.41%
883,992
-38,733
46
$75.5M 0.39%
862,678
+229,877
47
$72.1M 0.37%
135,938
-30
48
$71.9M 0.37%
227,785
+2,633
49
$71.8M 0.37%
717,318
+667,979
50
$70.8M 0.37%
340,629
+987
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