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
976
$2.42M 0.01%
104,512
-31,358
977
$2.42M 0.01%
71,658
-45,557
978
$2.42M 0.01%
81,567
-5,291
979
$2.42M 0.01%
408,035
-20,176
980
$2.42M 0.01%
32,498
+12,305
981
$2.42M 0.01%
217,875
-42,084
982
$2.41M 0.01%
1,829
-80
983
$2.41M 0.01%
42,668
-4,395
984
$2.4M 0.01%
81,529
-194,303
985
$2.38M 0.01%
95,222
+4,818
986
$2.38M 0.01%
+89,169
987
$2.38M 0.01%
143,873
-46,049
988
$2.37M 0.01%
72,311
-422
989
$2.35M 0.01%
117,061
+35,539
990
$2.35M 0.01%
129,945
-1,954
991
$2.35M 0.01%
140,590
+40,132
992
$2.35M 0.01%
33,365
+652
993
$2.34M 0.01%
92,461
+55,903
994
$2.34M 0.01%
42,374
-3,082
995
$2.33M 0.01%
57,203
+31,803
996
$2.33M 0.01%
135,784
-4,295
997
$2.33M 0.01%
36,497
+3,137
998
$2.33M 0.01%
49,021
+3,957
999
$2.33M 0.01%
18,044
+975
1000
$2.32M 0.01%
116,958
+14,332
38 39
40
41 42