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
1226
$1.57M 0.01%
28,824
+6,569
1227
$1.57M 0.01%
27,471
-3,116
1228
$1.56M 0.01%
21,298
+3,913
1229
$1.56M 0.01%
13,853
+66
1230
$1.56M 0.01%
8,902
+4,201
1231
$1.56M 0.01%
34,006
+264
1232
$1.55M 0.01%
84,356
-2,344
1233
$1.55M 0.01%
57,216
-6,278
1234
$1.55M 0.01%
3,875
+21
1235
$1.55M 0.01%
31,364
+171
1236
$1.55M 0.01%
55,625
+16,145
1237
$1.55M 0.01%
75,265
+12,651
1238
$1.55M 0.01%
48,701
-26,599
1239
$1.54M 0.01%
151,946
+30,005
1240
$1.53M 0.01%
103,212
-7,864
1241
$1.53M 0.01%
21,487
+3,004
1242
$1.53M 0.01%
21,531
-13,549
1243
$1.53M 0.01%
44,937
-2,798
1244
$1.53M 0.01%
27,877
+602
1245
$1.53M 0.01%
7,538
+1,547
1246
$1.52M 0.01%
39,704
-1,555
1247
$1.52M 0.01%
8,236
+639
1248
$1.52M 0.01%
20,893
+694
1249
$1.52M 0.01%
5,486
-356
1250
$1.52M 0.01%
33,976
+18,703
48 49
50
51 52