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
1126
$1.83M 0.01%
61,425
-8,830
1127
$1.83M 0.01%
105,900
+800
1128
$1.82M 0.01%
38,528
+4,585
1129
$1.82M 0.01%
11,192,160
1130
$1.82M 0.01%
82,828
+17,515
1131
$1.82M 0.01%
59,285
+20,104
1132
$1.82M 0.01%
142,934
-9,929
1133
$1.82M 0.01%
12,135
+1,489
1134
$1.81M 0.01%
103,761
+7,519
1135
$1.81M 0.01%
83,244
+2,046
1136
$1.8M 0.01%
36,453
+17,806
1137
$1.8M 0.01%
29,164
-41,748
1138
$1.79M 0.01%
16,232
+2,506
1139
$1.79M 0.01%
37,573
-2,586
1140
$1.79M 0.01%
34,445
-1,409
1141
$1.79M 0.01%
39,381
+27,359
1142
$1.79M 0.01%
39,710
+1,207
1143
$1.79M 0.01%
100,370
+25,488
1144
$1.79M 0.01%
20,505
+15,357
1145
$1.78M 0.01%
78,134
+1,084
1146
$1.77M 0.01%
28,463
+952
1147
$1.77M 0.01%
25,778
+2,006
1148
$1.77M 0.01%
57,702
+7,580
1149
$1.77M 0.01%
27,505
+18,876
1150
$1.77M 0.01%
85,296
-11,892
44 45
46
47 48