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
1101
$1.9M 0.01%
62,271
-6,788
1102
$1.9M 0.01%
56,609
+28,598
1103
$1.89M 0.01%
21,584
+9,928
1104
$1.89M 0.01%
43,370
+16,982
1105
$1.89M 0.01%
182,397
+24,912
1106
$1.89M 0.01%
570,204
-1,530
1107
$1.88M 0.01%
44,030
-4,404
1108
$1.88M 0.01%
54,051
-5,069
1109
$1.88M 0.01%
68,843
+2,255
1110
$1.88M 0.01%
50,595
+29,517
1111
$1.87M 0.01%
65,993
+408
1112
$1.87M 0.01%
40,846
+25,819
1113
$1.86M 0.01%
96,446
+58,177
1114
$1.86M 0.01%
11,793
+4,179
1115
$1.86M 0.01%
43,673
-7,338
1116
$1.86M 0.01%
59,990
+1,817
1117
$1.86M 0.01%
67,426
+11,515
1118
$1.86M 0.01%
130,172
-134,490
1119
$1.85M 0.01%
137,405
-17,859
1120
$1.85M 0.01%
107,903
-490,735
1121
$1.85M 0.01%
46,823
-7,766
1122
$1.84M 0.01%
24,944
+411
1123
$1.84M 0.01%
195,571
+915
1124
$1.84M 0.01%
122,838
-62,226
1125
$1.84M 0.01%
152,305
-677
43 44
45
46 47