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
926
$2.66M 0.01%
107,077
+4,910
927
$2.64M 0.01%
323,251
-30,673
928
$2.64M 0.01%
38,227
-5,868
929
$2.64M 0.01%
89,191
-12,940
930
$2.64M 0.01%
4,024
+208
931
$2.63M 0.01%
142,641
-104,436
932
$2.63M 0.01%
101,011
+52,899
933
$2.63M 0.01%
63,222
-1,575
934
$2.62M 0.01%
152,769
-19,608
935
$2.62M 0.01%
78,831
+34,161
936
$2.61M 0.01%
53,398
+31,937
937
$2.6M 0.01%
107,886
+81,411
938
$2.6M 0.01%
73,022
-8,317
939
$2.6M 0.01%
33,178
+4,268
940
$2.59M 0.01%
110,081
-10,024
941
$2.59M 0.01%
32,805
-409
942
$2.59M 0.01%
72,424
-6,394
943
$2.58M 0.01%
26,017
-1,302
944
$2.58M 0.01%
58,692
+4,402
945
$2.58M 0.01%
62,726
-4,723
946
$2.57M 0.01%
46,588
+10,074
947
$2.57M 0.01%
53,515
+5,864
948
$2.56M 0.01%
44,794
-2,637
949
$2.56M 0.01%
27,496
+69
950
$2.55M 0.01%
57,096
-13,547
36 37
38
39 40