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
701
$4M 0.02%
108,053
-21,840
702
$4M 0.02%
118,508
+44,876
703
$3.99M 0.02%
88,839
-12,390
704
$3.99M 0.02%
33,946
-1,112
705
$3.99M 0.02%
28,535
+4,686
706
$3.97M 0.02%
85,050
+1,386
707
$3.97M 0.02%
121,389
-51,237
708
$3.96M 0.02%
12,360
-657
709
$3.96M 0.02%
85,607
+17,756
710
$3.95M 0.02%
158,399
+3,320
711
$3.95M 0.02%
30,807
+2,968
712
$3.94M 0.02%
160,421
+31,029
713
$3.93M 0.02%
53,449
+36,223
714
$3.92M 0.02%
270,622
+181,852
715
$3.9M 0.02%
43,404
+27,317
716
$3.9M 0.02%
47,833
+24,987
717
$3.89M 0.02%
186,903
+23,852
718
$3.89M 0.02%
13,457
-995
719
$3.87M 0.02%
37,652
+1
720
$3.87M 0.02%
13,301
+4,986
721
$3.86M 0.02%
43,432
-662
722
$3.85M 0.02%
93,361
+5,787
723
$3.83M 0.02%
111,075
+57,898
724
$3.83M 0.02%
92,219
-2,321
725
$3.83M 0.02%
95,831
+4,750
27 28
29
30 31