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
1001
$2.32M 0.01%
39,616
+3,122
1002
$2.32M 0.01%
53,220
-5,034
1003
$2.32M 0.01%
25,330
+7,531
1004
$2.32M 0.01%
201,576
+27,779
1005
$2.31M 0.01%
76,413
+9,849
1006
$2.3M 0.01%
40,846
+1,736
1007
$2.3M 0.01%
58,988
+1,152
1008
$2.29M 0.01%
43,530
+7,528
1009
$2.29M 0.01%
170,513
-29,310
1010
$2.29M 0.01%
15,530
+1,480
1011
$2.27M 0.01%
77,628
-19,328
1012
$2.27M 0.01%
16,599
-290
1013
$2.26M 0.01%
96,764
+39,761
1014
$2.25M 0.01%
13,997
-40
1015
$2.25M 0.01%
61,552
+24,197
1016
$2.25M 0.01%
118,640
+55,471
1017
$2.24M 0.01%
95,488
+5,485
1018
$2.24M 0.01%
70,134
+8,451
1019
$2.24M 0.01%
124,529
+67,690
1020
$2.23M 0.01%
51,258
-2,786
1021
$2.22M 0.01%
40,125
+5,192
1022
$2.22M 0.01%
24,543
-1,381
1023
$2.22M 0.01%
89,078
-7,930
1024
$2.21M 0.01%
44,815
-721
1025
$2.21M 0.01%
30,282
+2,055
39 40
41
42 43