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
1026
$2.21M 0.01%
21,756
+140
1027
$2.21M 0.01%
+44,768
1028
$2.2M 0.01%
28,426
-16,422
1029
$2.19M 0.01%
97,839
-42,576
1030
$2.19M 0.01%
23,096
-185
1031
$2.19M 0.01%
25,252
-31,293
1032
$2.17M 0.01%
76,176
-18,196
1033
$2.16M 0.01%
70,989
+21,703
1034
$2.16M 0.01%
88,546
+52,241
1035
$2.16M 0.01%
10,676
-690
1036
$2.16M 0.01%
51,524
-3,375
1037
$2.15M 0.01%
345,232
-17,790
1038
$2.15M 0.01%
178,048
-9,432
1039
$2.15M 0.01%
+92,213
1040
$2.14M 0.01%
72,866
-5,051
1041
$2.14M 0.01%
71,302
+20,066
1042
$2.14M 0.01%
42,989
+676
1043
$2.14M 0.01%
7,673
+852
1044
$2.14M 0.01%
51,588
-2,962
1045
$2.14M 0.01%
40,710
-3,279
1046
$2.14M 0.01%
62,084
-5,781
1047
$2.13M 0.01%
35,017
-18,113
1048
$2.13M 0.01%
175,664
-5,715
1049
$2.13M 0.01%
87,409
+4,476
1050
$2.13M 0.01%
91,143
-137,132
40 41
42
43 44