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
776
$3.5M 0.02%
115,268
-27,192
777
$3.49M 0.02%
264,830
+24,432
778
$3.49M 0.02%
85,020
-315
779
$3.48M 0.02%
113,665
+63,628
780
$3.47M 0.02%
105,198
-15,164
781
$3.43M 0.02%
238,232
-16,980
782
$3.43M 0.02%
68,793
-6,702
783
$3.43M 0.02%
305,820
+22,629
784
$3.43M 0.02%
61,926
+8,387
785
$3.42M 0.02%
103,753
+64,651
786
$3.42M 0.02%
117,988
-40,183
787
$3.42M 0.02%
91,771
+6,461
788
$3.42M 0.02%
73,843
-4,098
789
$3.42M 0.02%
66,514
+34,326
790
$3.42M 0.02%
177,311
-11,918
791
$3.42M 0.02%
6,667
+1,575
792
$3.41M 0.02%
67,205
+6,094
793
$3.4M 0.02%
101,490
-26,276
794
$3.4M 0.02%
27,058
-386
795
$3.39M 0.02%
37,720
+23,816
796
$3.36M 0.02%
301,519
+106,182
797
$3.35M 0.02%
415,209
-19,983
798
$3.33M 0.02%
65,965
+9,410
799
$3.32M 0.02%
81,543
+55,327
800
$3.32M 0.02%
91,073
+1,767
30 31
32
33 34