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
551
$5.73M 0.03%
87,000
-4,907
552
$5.73M 0.03%
127,266
+19,816
553
$5.72M 0.03%
170,043
+13,853
554
$5.71M 0.03%
83,655
+5,062
555
$5.65M 0.03%
68,119
-829
556
$5.64M 0.03%
24,319
-697
557
$5.63M 0.03%
56,148
+15,275
558
$5.62M 0.03%
194,501
+31,870
559
$5.61M 0.03%
398,006
+2,784
560
$5.59M 0.03%
163,656
-24,113
561
$5.59M 0.03%
71,286
+17,486
562
$5.58M 0.03%
111,296
-6,402
563
$5.57M 0.03%
118,018
-5,677
564
$5.53M 0.03%
102,669
-10,094
565
$5.51M 0.03%
73,978
+36,301
566
$5.51M 0.03%
134,457
+6,918
567
$5.45M 0.03%
151,998
+30,739
568
$5.44M 0.03%
63,675
+2,093
569
$5.44M 0.03%
138,157
+10,509
570
$5.42M 0.03%
165,008
+28,478
571
$5.42M 0.03%
13,917
-1,400
572
$5.4M 0.03%
107,231
+1,681
573
$5.39M 0.03%
55,170
+831
574
$5.38M 0.03%
172,794
+121,212
575
$5.37M 0.03%
439,048
-28,855
21 22
23
24 25