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
1326
$1.32M 0.01%
59,821
-123,582
1327
$1.32M 0.01%
41,526
+1,122
1328
$1.32M 0.01%
44,106
-1,555
1329
$1.32M 0.01%
40,903
+19
1330
$1.32M 0.01%
36,987
+1,107
1331
$1.31M 0.01%
75,395
+1,114
1332
$1.31M 0.01%
102,197
+6,493
1333
$1.31M 0.01%
5,589
-22
1334
$1.31M 0.01%
43,734
+4,674
1335
$1.31M 0.01%
18,774
-4,857
1336
$1.31M 0.01%
7,882
-343
1337
$1.31M 0.01%
19,118
-7,755
1338
$1.31M 0.01%
16,650
-4,318
1339
$1.31M 0.01%
131,880
+2,126
1340
$1.3M 0.01%
44,633
-8,363
1341
$1.3M 0.01%
110,894
+6,476
1342
$1.3M 0.01%
72,235
+6,775
1343
$1.3M 0.01%
98,149
+8,452
1344
$1.3M 0.01%
5,618
+407
1345
$1.29M 0.01%
43,418
-12,884
1346
$1.29M 0.01%
25,060
-972
1347
$1.29M 0.01%
33,266
-996
1348
$1.28M 0.01%
36,050
+3,259
1349
$1.28M 0.01%
11,448
+412
1350
$1.28M 0.01%
9,421
-4,097
52 53
54
55 56