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
101
$36.1M 0.19%
415,463
-47,488
102
$35.7M 0.19%
1,045,233
+82,259
103
$35.5M 0.18%
333,934
-206,804
104
$35M 0.18%
763,529
-21,771
105
$34.9M 0.18%
230,450
+27,946
106
$34.8M 0.18%
484,046
+15,637
107
$34.7M 0.18%
198,925
+2,579
108
$34.2M 0.18%
521,540
+26,278
109
$34.1M 0.18%
98,059
-3,024
110
$34M 0.18%
1,026,556
-21,725
111
$34M 0.18%
475,456
+17,956
112
$33.7M 0.18%
670,940
+438,828
113
$33.1M 0.17%
694,423
-10,620
114
$33.1M 0.17%
389,778
+26,955
115
$33M 0.17%
103,354
+26,282
116
$33M 0.17%
1,853,046
+87,477
117
$32.8M 0.17%
272,469
+61,072
118
$32.4M 0.17%
685,624
-6,655
119
$32.1M 0.17%
518,311
+23,588
120
$31.9M 0.17%
652,035
+56,463
121
$31.7M 0.16%
150,361
+14,087
122
$31.6M 0.16%
641,003
-2,418
123
$31.5M 0.16%
664,288
+185,343
124
$31.2M 0.16%
414,960
-16,969
125
$30.9M 0.16%
485,706
-22,119
3 4
5
6 7