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
1176
$1.69M 0.01%
19,690
-4,753
1177
$1.69M 0.01%
53,986
+764
1178
$1.68M 0.01%
80,126
+2,721
1179
$1.68M 0.01%
29,326
+694
1180
$1.67M 0.01%
22,045
+3,402
1181
$1.67M 0.01%
42,983
-5,125
1182
$1.67M 0.01%
2,998
+453
1183
$1.67M 0.01%
14,657
-1,571
1184
$1.67M 0.01%
66,465
+10,183
1185
$1.66M 0.01%
78,295
-79,824
1186
$1.66M 0.01%
49,569
+2,143
1187
$1.66M 0.01%
18,170
-1,684
1188
$1.66M 0.01%
112,969
+4,333
1189
$1.65M 0.01%
12,665
+6,296
1190
$1.64M 0.01%
34,492
+12,004
1191
$1.64M 0.01%
9,300
+1,191
1192
$1.64M 0.01%
39,863
+17,096
1193
$1.64M 0.01%
9,614
-2,635
1194
$1.63M 0.01%
16,488
+293
1195
$1.63M 0.01%
16,375
-41,254
1196
$1.63M 0.01%
+64,960
1197
$1.63M 0.01%
26,706
-1,565
1198
$1.63M 0.01%
14,012
+33
1199
$1.62M 0.01%
41,067
+10,631
1200
$1.62M 0.01%
46,278
+20,782
46 47
48
49 50