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
51
$69.9M 0.36%
1,364,722
-2,157
52
$69.2M 0.36%
376,843
+44,996
53
$68.8M 0.36%
926,090
-14,907
54
$65.1M 0.34%
688,168
-64,652
55
$63.7M 0.33%
751,419
-239,035
56
$63.4M 0.33%
506,598
+70,436
57
$62.9M 0.33%
1,020,817
-66,857
58
$62.8M 0.33%
1,610,164
-74,341
59
$62.1M 0.32%
640,753
+212,998
60
$58.9M 0.31%
472,996
+59,020
61
$57M 0.3%
1,251,728
-41,451
62
$57M 0.3%
462,536
-63,724
63
$56.7M 0.29%
629,965
+170,836
64
$56.4M 0.29%
1,192,425
+4,539
65
$56.1M 0.29%
310,793
+39,518
66
$54.5M 0.28%
1,081,851
+338,325
67
$54M 0.28%
264,742
+15,103
68
$53.1M 0.28%
478,567
+31,619
69
$52.9M 0.27%
144,675
+6,975
70
$52.4M 0.27%
385,480
+115,267
71
$52M 0.27%
1,039,329
-178,194
72
$51.9M 0.27%
156,541
+36,048
73
$51.4M 0.27%
354,472
+67,002
74
$50.1M 0.26%
354,714
+17,034
75
$50.1M 0.26%
109,735
+1,597
1 2
3
4 5