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
726
$3.83M 0.02%
223,977
-14,710
727
$3.81M 0.02%
108,420
-3,420
728
$3.8M 0.02%
86,574
-69,025
729
$3.8M 0.02%
147,449
-80,798
730
$3.79M 0.02%
178,629
+32,577
731
$3.79M 0.02%
160,066
-18,488
732
$3.78M 0.02%
34,699
+141
733
$3.78M 0.02%
79,166
+1,843
734
$3.77M 0.02%
31,734
-1,128
735
$3.76M 0.02%
58,055
+16,511
736
$3.75M 0.02%
58,499
+33,118
737
$3.73M 0.02%
88,966
-1,831
738
$3.72M 0.02%
150,646
+26,865
739
$3.7M 0.02%
320,344
+62,364
740
$3.69M 0.02%
118,252
+200
741
$3.69M 0.02%
79,801
+37,263
742
$3.69M 0.02%
141,103
+6,669
743
$3.68M 0.02%
21,040
+1,838
744
$3.68M 0.02%
55,911
+2,645
745
$3.68M 0.02%
41,352
-355
746
$3.67M 0.02%
83,133
+19,774
747
$3.67M 0.02%
94,727
+1,869
748
$3.65M 0.02%
120,975
+48,268
749
$3.65M 0.02%
92,756
+31,227
750
$3.65M 0.02%
12,560
+4,710
28 29
30
31 32