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
1201
$1.62M 0.01%
3,749
-122
1202
$1.62M 0.01%
15,567
+8,915
1203
$1.62M 0.01%
145,353
-45,479
1204
$1.62M 0.01%
45,305
+11,622
1205
$1.61M 0.01%
99,978
+2,429
1206
$1.61M 0.01%
51,479
-2,725
1207
$1.61M 0.01%
39,267
-3,878
1208
$1.61M 0.01%
26,370
-17,433
1209
$1.61M 0.01%
35,026
-42,851
1210
$1.61M 0.01%
59,726
+864
1211
$1.6M 0.01%
53,387
-44,356
1212
$1.6M 0.01%
30,446
+228
1213
$1.6M 0.01%
42,060
+1,818
1214
$1.59M 0.01%
4,720
+136
1215
$1.59M 0.01%
21,352
+1,779
1216
$1.59M 0.01%
77,680
+2,792
1217
$1.59M 0.01%
31,183
-173
1218
$1.59M 0.01%
15,929
+532
1219
$1.59M 0.01%
72,682
-5,353
1220
$1.59M 0.01%
49,272
+5,297
1221
$1.59M 0.01%
106,509
+7,006
1222
$1.58M 0.01%
52,047
-23,451
1223
$1.58M 0.01%
49,132
+40,285
1224
$1.58M 0.01%
8,729
-6
1225
$1.58M 0.01%
55,965
-1,521
47 48
49
50 51