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
1076
$1.99M 0.01%
48,662
+13,262
1077
$1.99M 0.01%
26,030
+2
1078
$1.99M 0.01%
117,698
+17,087
1079
$1.98M 0.01%
37,685
+3,213
1080
$1.98M 0.01%
36,297
-1,278
1081
$1.97M 0.01%
2,333
-489
1082
$1.97M 0.01%
29,034
-12,336
1083
$1.97M 0.01%
+39,234
1084
$1.96M 0.01%
66,036
-18,647
1085
$1.96M 0.01%
69,128
-1,474
1086
$1.95M 0.01%
69,526
-4,346
1087
$1.95M 0.01%
18,979
+1,173
1088
$1.94M 0.01%
45,182
+1,580
1089
$1.94M 0.01%
24,548
-352
1090
$1.92M 0.01%
61,990
-1,563
1091
$1.92M 0.01%
417
+5
1092
$1.92M 0.01%
99,683
+1,017
1093
$1.91M 0.01%
49,655
-18,831
1094
$1.91M 0.01%
37,121
+6,188
1095
$1.91M 0.01%
149,720
-48,693
1096
$1.91M 0.01%
29,798
+499
1097
$1.91M 0.01%
15,558
+1,510
1098
$1.9M 0.01%
39,789
+9,407
1099
$1.9M 0.01%
124,710
+1,310
1100
$1.9M 0.01%
29,658
+1,642
42 43
44
45 46