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
1051
$2.11M 0.01%
26,282
+4,894
1052
$2.11M 0.01%
86,158
+16,405
1053
$2.1M 0.01%
73,584
-1,950
1054
$2.1M 0.01%
78,132
+3,822
1055
$2.1M 0.01%
31,493
+2,679
1056
$2.09M 0.01%
68,072
+26,039
1057
$2.09M 0.01%
16,312
+2,057
1058
$2.08M 0.01%
33,837
+1,264
1059
$2.08M 0.01%
27,423
-353
1060
$2.07M 0.01%
19,795
-518
1061
$2.07M 0.01%
26,593
+23,339
1062
$2.06M 0.01%
18,276
-2,124
1063
$2.06M 0.01%
109,814
-6,670
1064
$2.05M 0.01%
30,312
+10,876
1065
$2.05M 0.01%
2,628
-81
1066
$2.05M 0.01%
163,050
-6,582
1067
$2.05M 0.01%
64,888
+19,165
1068
$2.04M 0.01%
46,411
+2,482
1069
$2.04M 0.01%
126,220
+320
1070
$2.03M 0.01%
178,715
-12,764
1071
$2.03M 0.01%
59,015
+9,157
1072
$2M 0.01%
38,168
-6,191
1073
$2M 0.01%
31,436
-1,287
1074
$2M 0.01%
23,743
+7,392
1075
$2M 0.01%
14,113
-43
41 42
43
44 45