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
501
$6.37M 0.03%
46,971
-4,177
502
$6.36M 0.03%
128,509
-10,736
503
$6.35M 0.03%
117,170
+84,275
504
$6.35M 0.03%
322,932
-34,825
505
$6.32M 0.03%
87,775
-3,794
506
$6.26M 0.03%
44,585
-1,688
507
$6.25M 0.03%
172,311
-27,042
508
$6.24M 0.03%
177,500
+7,219
509
$6.24M 0.03%
417,677
-3,499
510
$6.23M 0.03%
37,056
-364
511
$6.2M 0.03%
180,374
-6,922
512
$6.2M 0.03%
179,129
+15,734
513
$6.19M 0.03%
293,835
-27,704
514
$6.18M 0.03%
199,100
-1,830
515
$6.16M 0.03%
166,767
+18,585
516
$6.16M 0.03%
83,003
-1,450
517
$6.14M 0.03%
565,236
+6,126
518
$6.13M 0.03%
+43,540
519
$6.12M 0.03%
100,970
-4,016
520
$6.11M 0.03%
172,066
+24,716
521
$6.11M 0.03%
44,951
+16,200
522
$6.11M 0.03%
181,655
-3,513
523
$6.09M 0.03%
255,378
-13,656
524
$6.08M 0.03%
182,513
-34,302
525
$6.07M 0.03%
107,865
+7,245
19 20
21
22 23