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
826
$3.18M 0.02%
10,209
-926
827
$3.17M 0.02%
6,763
+131
828
$3.17M 0.02%
109,276
-9,609
829
$3.17M 0.02%
38,649
-20,007
830
$3.17M 0.02%
80,422
-1,041
831
$3.16M 0.02%
176,281
-17,665
832
$3.16M 0.02%
71,758
-4,031
833
$3.15M 0.02%
53,613
-5,143
834
$3.15M 0.02%
112,546
+31,899
835
$3.14M 0.02%
75,502
-9,295
836
$3.14M 0.02%
68,872
+13,007
837
$3.13M 0.02%
67,010
-479
838
$3.13M 0.02%
60,718
-1,318
839
$3.12M 0.02%
18,650
+3,422
840
$3.12M 0.02%
62,093
+7,500
841
$3.12M 0.02%
48,122
+2,984
842
$3.11M 0.02%
37,413
-7,338
843
$3.1M 0.02%
51,185
+7,688
844
$3.1M 0.02%
215,133
+2,181
845
$3.1M 0.02%
109,640
-74,538
846
$3.09M 0.02%
20,812
847
$3.08M 0.02%
25,615
+341
848
$3.07M 0.02%
128,766
+94,102
849
$3.07M 0.02%
78,216
+1,194
850
$3.06M 0.02%
77,933
-8,227
32 33
34
35 36