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
801
$3.31M 0.02%
267,793
-11,907
802
$3.31M 0.02%
406,267
-34,548
803
$3.31M 0.02%
84,717
-4,788
804
$3.31M 0.02%
33,967
+342
805
$3.31M 0.02%
104,976
-23,348
806
$3.3M 0.02%
578,344
+10,348
807
$3.28M 0.02%
115,462
+3,365
808
$3.28M 0.02%
44,962
-1,885
809
$3.27M 0.02%
180,675
-11,720
810
$3.27M 0.02%
107,860
-1,495
811
$3.26M 0.02%
51,594
-4,464
812
$3.26M 0.02%
99,278
+2,269
813
$3.26M 0.02%
37,572
+2,070
814
$3.25M 0.02%
83,916
+10,189
815
$3.25M 0.02%
49,744
-3,743
816
$3.24M 0.02%
12,235
+911
817
$3.24M 0.02%
57,158
+14
818
$3.23M 0.02%
273,978
-11,826
819
$3.23M 0.02%
51,877
-22,520
820
$3.23M 0.02%
138,538
-11,357
821
$3.23M 0.02%
51,286
+905
822
$3.21M 0.02%
85,419
+1,474
823
$3.2M 0.02%
137,271
+3,756
824
$3.2M 0.02%
209,997
+43,022
825
$3.18M 0.02%
159,589
+39,896
31 32
33
34 35