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
876
$2.89M 0.02%
65,938
-2,929
877
$2.89M 0.02%
35,428
+1,848
878
$2.89M 0.02%
128,183
+3,894
879
$2.88M 0.02%
41,435
-16,748
880
$2.88M 0.01%
97,943
+15,723
881
$2.88M 0.01%
42,516
-4,270
882
$2.87M 0.01%
21,227
+457
883
$2.87M 0.01%
11,207
+8,747
884
$2.87M 0.01%
101,572
+15,438
885
$2.87M 0.01%
54,166
+6
886
$2.87M 0.01%
73,744
-73,036
887
$2.86M 0.01%
157,163
-1,340
888
$2.86M 0.01%
25,280
+3,656
889
$2.86M 0.01%
11,532
+3,227
890
$2.85M 0.01%
40,679
-21,109
891
$2.85M 0.01%
30,224
+19,113
892
$2.84M 0.01%
217,331
-12,334
893
$2.83M 0.01%
16,554
-4,070
894
$2.83M 0.01%
42,094
-1,399
895
$2.83M 0.01%
125,206
-11,195
896
$2.83M 0.01%
90,876
+38,284
897
$2.8M 0.01%
57,723
+10,558
898
$2.8M 0.01%
136,335
+17,646
899
$2.8M 0.01%
36,399
+7,924
900
$2.8M 0.01%
23,360
-2,674
34 35
36
37 38