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
601
$5.11M 0.03%
23,549
+3,057
602
$5.11M 0.03%
16,456
+7,086
603
$5.1M 0.03%
316,467
-140,109
604
$5.09M 0.03%
124,515
+42,794
605
$5.08M 0.03%
108,864
-5,543
606
$5.08M 0.03%
103,333
-25,742
607
$5.07M 0.03%
85,454
+7,785
608
$5.03M 0.03%
137,571
-13,651
609
$5.01M 0.03%
189,089
-75,711
610
$4.97M 0.03%
22,700
-840
611
$4.93M 0.03%
140,403
-31,354
612
$4.93M 0.03%
290,511
+65,339
613
$4.92M 0.03%
94,690
+39,171
614
$4.91M 0.03%
158,249
-39
615
$4.91M 0.03%
26,164
+2,670
616
$4.88M 0.03%
31,626
+3,571
617
$4.86M 0.03%
28,500
-3,793
618
$4.85M 0.03%
12,866
+1,001
619
$4.84M 0.03%
171,540
-6,813
620
$4.81M 0.02%
164,584
-11,756
621
$4.78M 0.02%
153,657
+9,903
622
$4.75M 0.02%
175,315
-9,512
623
$4.74M 0.02%
109,699
-2,645
624
$4.73M 0.02%
95,086
+1,715
625
$4.72M 0.02%
107,144
-3,816
23 24
25
26 27