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
1276
$1.46M 0.01%
30,041
-33,617
1277
$1.45M 0.01%
47,862
+4,473
1278
$1.45M 0.01%
28,264
-25,245
1279
$1.45M 0.01%
43,655
+3,215
1280
$1.45M 0.01%
43,494
-1,872
1281
$1.45M 0.01%
8,259
-1,047
1282
$1.45M 0.01%
44,863
+2,864
1283
$1.44M 0.01%
46,689
+1,732
1284
$1.44M 0.01%
43,608
-5,594
1285
$1.44M 0.01%
59,333
-5,796
1286
$1.44M 0.01%
10,538
-63
1287
$1.43M 0.01%
7,667
+123
1288
$1.43M 0.01%
138,000
-7,212
1289
$1.42M 0.01%
43,785
-2,152
1290
$1.42M 0.01%
12,759
-2,364
1291
$1.41M 0.01%
135,849
-11,192
1292
$1.41M 0.01%
27,790
+12,085
1293
$1.41M 0.01%
47,333
+23,930
1294
$1.4M 0.01%
22,367
-22,754
1295
$1.39M 0.01%
39,822
-974
1296
$1.39M 0.01%
154,200
+4,019
1297
$1.39M 0.01%
11,370
-27
1298
$1.39M 0.01%
+38,044
1299
$1.39M 0.01%
+36,431
1300
$1.39M 0.01%
26,741
-14,950