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
476
$6.93M 0.04%
87,315
+4,774
477
$6.93M 0.04%
405,354
+95,794
478
$6.92M 0.04%
213,744
+159,324
479
$6.91M 0.04%
151,546
-52,479
480
$6.85M 0.04%
133,785
-11,005
481
$6.83M 0.04%
207,447
-33,159
482
$6.79M 0.04%
402,693
+10,125
483
$6.74M 0.04%
248,129
+7,806
484
$6.74M 0.03%
26,490
-306
485
$6.68M 0.03%
183,545
-1,046
486
$6.67M 0.03%
171,149
+66,351
487
$6.67M 0.03%
93,630
+6,130
488
$6.66M 0.03%
44,709
+935
489
$6.65M 0.03%
308,096
+226,725
490
$6.62M 0.03%
112,899
-8,503
491
$6.59M 0.03%
94,019
-640
492
$6.58M 0.03%
102,277
-10,422
493
$6.57M 0.03%
326,044
+128,765
494
$6.55M 0.03%
205,168
+781
495
$6.55M 0.03%
146,103
+4,235
496
$6.55M 0.03%
217,694
-77,320
497
$6.51M 0.03%
77,543
+9,484
498
$6.45M 0.03%
95,101
+4,684
499
$6.43M 0.03%
103,624
+5,908
500
$6.38M 0.03%
75,464
-11,344
18 19
20
21 22