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
576
$5.36M 0.03%
61,002
+540
577
$5.35M 0.03%
115,304
-13,863
578
$5.35M 0.03%
30,032
+4,968
579
$5.34M 0.03%
181,832
+68,841
580
$5.32M 0.03%
63,500
+6,959
581
$5.3M 0.03%
615,916
-319,992
582
$5.29M 0.03%
181,789
-319,366
583
$5.29M 0.03%
66,075
+7,037
584
$5.28M 0.03%
89,911
-35,575
585
$5.26M 0.03%
61,919
-11,124
586
$5.26M 0.03%
128,820
+18,605
587
$5.25M 0.03%
125,000
-6,650
588
$5.25M 0.03%
178,234
+34,642
589
$5.25M 0.03%
216,590
+189,042
590
$5.24M 0.03%
69,460
-8,267
591
$5.21M 0.03%
75,953
+2,932
592
$5.21M 0.03%
264,023
+180,709
593
$5.2M 0.03%
71,913
-132,460
594
$5.17M 0.03%
239,723
+37,874
595
$5.16M 0.03%
166,559
+12,964
596
$5.15M 0.03%
209,348
-11,770
597
$5.13M 0.03%
59,551
+28,509
598
$5.12M 0.03%
152,038
-9,287
599
$5.11M 0.03%
92,517
-1,601
600
$5.11M 0.03%
56,304
-99
22 23
24
25 26