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
951
$2.55M 0.01%
13,509
+1,849
952
$2.55M 0.01%
113,600
+62,557
953
$2.54M 0.01%
120,381
-7,529
954
$2.54M 0.01%
71,173
-18,895
955
$2.53M 0.01%
109,996
+33,842
956
$2.53M 0.01%
100,243
+29,019
957
$2.52M 0.01%
18,027
-4,148
958
$2.52M 0.01%
27,769
+13,859
959
$2.52M 0.01%
17,658
+2,442
960
$2.5M 0.01%
10,436
-1,578
961
$2.5M 0.01%
33,416
-6,845
962
$2.5M 0.01%
23,173
+13,865
963
$2.5M 0.01%
41,592
+15,179
964
$2.48M 0.01%
26,306
+5,355
965
$2.48M 0.01%
47,628
+257
966
$2.46M 0.01%
30,860
+4,431
967
$2.46M 0.01%
54,484
+10,512
968
$2.46M 0.01%
99,526
+18,150
969
$2.46M 0.01%
66,294
-3,374
970
$2.45M 0.01%
495,585
+3,234
971
$2.45M 0.01%
67,620
+38,166
972
$2.44M 0.01%
102,846
-3,141
973
$2.44M 0.01%
13,337
-24
974
$2.43M 0.01%
29,465
+1,193
975
$2.43M 0.01%
357,227
+30,468
37 38
39
40 41