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
76
$49.1M 0.25%
2,020,450
+120,670
77
$48.5M 0.25%
1,230,182
+50,438
78
$48.2M 0.25%
194,503
+3,363
79
$47.8M 0.25%
223,018
+27,710
80
$46.6M 0.24%
643,854
-23,130
81
$46.6M 0.24%
3,097,128
-6,738
82
$46.5M 0.24%
658,999
-88,900
83
$46M 0.24%
723,332
-2,491
84
$46M 0.24%
289,355
-7,064
85
$44.7M 0.23%
1,222,627
+459,807
86
$44.7M 0.23%
186,497
-12,400
87
$44.5M 0.23%
168,990
-5,054
88
$43.5M 0.23%
89,407
+1,599
89
$43.4M 0.23%
742,142
+124,696
90
$43.4M 0.23%
248,868
+25,031
91
$42.1M 0.22%
426,356
-5,838
92
$41M 0.21%
2,226,306
+78,868
93
$40.5M 0.21%
543,614
+36,021
94
$39.8M 0.21%
208,896
+4,322
95
$38.8M 0.2%
2,219,010
-15,246
96
$38.8M 0.2%
863,896
+285,315
97
$38.6M 0.2%
667,534
+44,249
98
$37.8M 0.2%
452,112
-44,156
99
$37.3M 0.19%
582,955
+59,373
100
$36.8M 0.19%
735,464
-63,948
2 3
4
5 6