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
851
$3.06M 0.02%
128,894
+4,988
852
$3.05M 0.02%
97,288
-40,709
853
$3.04M 0.02%
36,711
+25,338
854
$3.04M 0.02%
49,224
+104
855
$3.03M 0.02%
92,641
-5,798
856
$3.03M 0.02%
46,262
-42
857
$3.03M 0.02%
151,292
+123,889
858
$3.02M 0.02%
143,014
+9,835
859
$3.01M 0.02%
33,750
-5,714
860
$3.01M 0.02%
64,623
-32
861
$3.01M 0.02%
81,700
-3,908
862
$3M 0.02%
49,050
+1,206
863
$3M 0.02%
17,452
-150
864
$2.98M 0.02%
99,516
-3,147
865
$2.98M 0.02%
143,167
+33,510
866
$2.98M 0.02%
39,887
-1,358
867
$2.98M 0.02%
34,504
-21,432
868
$2.97M 0.02%
38,485
+76
869
$2.96M 0.02%
82,619
+63,475
870
$2.96M 0.02%
28,925
+1,798
871
$2.95M 0.02%
12,427
-83
872
$2.94M 0.02%
64,516
+2,727
873
$2.94M 0.02%
239,055
+3,123
874
$2.92M 0.02%
54,630
+3,990
875
$2.91M 0.02%
17,388
-5
33 34
35
36 37