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
626
$4.71M 0.02%
79,055
+8,126
627
$4.71M 0.02%
32,326
-346
628
$4.69M 0.02%
33,137
+5,144
629
$4.69M 0.02%
175,626
-20,449
630
$4.68M 0.02%
189,766
-11,502
631
$4.67M 0.02%
30,665
+1,197
632
$4.67M 0.02%
369,181
+38,610
633
$4.66M 0.02%
69,685
+529
634
$4.66M 0.02%
666,177
+59,463
635
$4.64M 0.02%
+102,954
636
$4.63M 0.02%
17,985
+809
637
$4.63M 0.02%
6,413
-710
638
$4.61M 0.02%
187,455
+163,656
639
$4.61M 0.02%
245,105
-3,098
640
$4.61M 0.02%
228,627
+23,180
641
$4.61M 0.02%
593,553
-21,155
642
$4.61M 0.02%
175,765
+4,295
643
$4.6M 0.02%
31,731
+850
644
$4.58M 0.02%
188,094
-4,279
645
$4.57M 0.02%
217,452
-19,139
646
$4.57M 0.02%
82,500
+6,974
647
$4.56M 0.02%
184,296
-9,025
648
$4.54M 0.02%
70,819
+13,783
649
$4.53M 0.02%
28,595
+1,129
650
$4.5M 0.02%
126,235
-1,400
24 25
26
27 28