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
651
$4.5M 0.02%
90,574
-1,398
652
$4.5M 0.02%
127,814
-11,374
653
$4.49M 0.02%
137,037
-10,171
654
$4.47M 0.02%
98,025
+39,339
655
$4.44M 0.02%
93,299
+13,057
656
$4.42M 0.02%
933,631
-42,020
657
$4.41M 0.02%
52,412
+8,193
658
$4.41M 0.02%
86,222
+5,618
659
$4.4M 0.02%
147,207
+29,181
660
$4.38M 0.02%
15,621
-302
661
$4.38M 0.02%
21,356
+272
662
$4.37M 0.02%
49,160
-2,888
663
$4.36M 0.02%
68,937
+6,264
664
$4.36M 0.02%
32,863
+1,228
665
$4.35M 0.02%
148,705
-16,992
666
$4.35M 0.02%
134,218
+7,117
667
$4.34M 0.02%
45,043
+14,069
668
$4.34M 0.02%
96,815
-24,553
669
$4.33M 0.02%
43,052
+937
670
$4.33M 0.02%
63,685
+25,296
671
$4.3M 0.02%
484,719
+4,310
672
$4.27M 0.02%
68,073
+35,438
673
$4.27M 0.02%
150,852
-14,155
674
$4.27M 0.02%
130,922
+1,484
675
$4.26M 0.02%
83,896
+66
25 26
27
28 29