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
901
$2.79M 0.01%
81,237
-4,467
902
$2.79M 0.01%
19,644
+386
903
$2.78M 0.01%
167,329
+63,532
904
$2.78M 0.01%
63,198
+50,046
905
$2.78M 0.01%
83,393
+13,803
906
$2.78M 0.01%
28,378
-10,010
907
$2.77M 0.01%
83,732
-4,896
908
$2.77M 0.01%
76,699
-2,080
909
$2.76M 0.01%
230,157
+139,627
910
$2.74M 0.01%
110,430
+21,846
911
$2.74M 0.01%
53,549
-336
912
$2.74M 0.01%
362,693
-18,774
913
$2.73M 0.01%
18,200
-3,796
914
$2.7M 0.01%
249,442
-13,384
915
$2.7M 0.01%
38,447
+3,044
916
$2.7M 0.01%
42,250
+17,719
917
$2.69M 0.01%
57,987
-68,532
918
$2.69M 0.01%
72,538
-5,795
919
$2.68M 0.01%
110,581
+13,822
920
$2.67M 0.01%
127,566
-19,417
921
$2.67M 0.01%
56,738
+9,332
922
$2.67M 0.01%
6,552
+1,001
923
$2.66M 0.01%
16,807
-6,892
924
$2.66M 0.01%
88,105
+7,180
925
$2.66M 0.01%
128,918
-15,418
35 36
37
38 39