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
1301
$1.39M 0.01%
30,210
-17,476
1302
$1.39M 0.01%
54,043
+1,857
1303
$1.38M 0.01%
5,862
+2,150
1304
$1.38M 0.01%
17,388
-76
1305
$1.37M 0.01%
26,880
+2,576
1306
$1.37M 0.01%
4,527
-109
1307
$1.37M 0.01%
213,960
-1,051
1308
$1.36M 0.01%
14,700
+223
1309
$1.35M 0.01%
65,797
+2,313
1310
$1.35M 0.01%
31,040
+55
1311
$1.35M 0.01%
95,220
+4,570
1312
$1.35M 0.01%
24,805
+7,772
1313
$1.34M 0.01%
29,068
-14,202
1314
$1.34M 0.01%
241,667
+191,021
1315
$1.34M 0.01%
88,774
-13,678
1316
$1.34M 0.01%
+42,483
1317
$1.34M 0.01%
46,286
-12,314
1318
$1.34M 0.01%
9,421
+2,133
1319
$1.34M 0.01%
14,291
-17,475
1320
$1.33M 0.01%
6,993
+900
1321
$1.33M 0.01%
50,105
+13,570
1322
$1.33M 0.01%
42,247
-19,019
1323
$1.33M 0.01%
31,313
+21,352
1324
$1.33M 0.01%
25,482
+6,455
1325
$1.32M 0.01%
11,835
+201
51 52
53
54 55