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
1151
$1.76M 0.01%
96,472
-67,492
1152
$1.76M 0.01%
11,041
+207
1153
$1.76M 0.01%
43,515
+7,064
1154
$1.75M 0.01%
85,385
-1,293
1155
$1.75M 0.01%
90,549
-1,464
1156
$1.75M 0.01%
68,177
-109,276
1157
$1.75M 0.01%
58,969
-1,806
1158
$1.75M 0.01%
35,415
+2,519
1159
$1.75M 0.01%
55,044
+5,082
1160
$1.75M 0.01%
62,239
+7,965
1161
$1.75M 0.01%
34,544
-1,219
1162
$1.74M 0.01%
34,703
+13,578
1163
$1.74M 0.01%
20,410
-9,702
1164
$1.74M 0.01%
36,946
+1,249
1165
$1.74M 0.01%
13,607
+1,547
1166
$1.73M 0.01%
53,261
+11,495
1167
$1.72M 0.01%
12,855
-460
1168
$1.72M 0.01%
73,720
+11,613
1169
$1.72M 0.01%
130,834
+27,306
1170
$1.72M 0.01%
93,738
+3,502
1171
$1.71M 0.01%
76,881
+198
1172
$1.71M 0.01%
+123,401
1173
$1.7M 0.01%
48,406
+19,585
1174
$1.7M 0.01%
4,904
+109
1175
$1.69M 0.01%
5,636
-3,228
45 46
47
48 49