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
526
$6.07M 0.03%
121,713
+3,255
527
$6.06M 0.03%
73,625
+3,241
528
$6.04M 0.03%
279,739
+3,732
529
$6.03M 0.03%
123,359
+1,025
530
$6.03M 0.03%
135,703
+44,294
531
$6.02M 0.03%
26,850
-452
532
$5.93M 0.03%
249,730
-71,733
533
$5.92M 0.03%
105,823
+17,098
534
$5.92M 0.03%
218,053
+5,917
535
$5.91M 0.03%
143,875
+7,541
536
$5.91M 0.03%
919,757
-1,186
537
$5.89M 0.03%
50,169
+1,485
538
$5.88M 0.03%
126,517
-669
539
$5.88M 0.03%
255,747
-31,428
540
$5.86M 0.03%
15,100
-364
541
$5.84M 0.03%
332,961
+14,043
542
$5.84M 0.03%
2,367
-422
543
$5.81M 0.03%
176,925
-2,064
544
$5.81M 0.03%
141,936
-23,688
545
$5.8M 0.03%
417,001
+274,544
546
$5.79M 0.03%
205,293
-20,476
547
$5.79M 0.03%
231,414
+34,592
548
$5.75M 0.03%
56,877
-2,278
549
$5.74M 0.03%
91,348
-15,777
550
$5.74M 0.03%
25,997
-2,954
20 21
22
23 24