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
1351
$1.28M 0.01%
44,922
-70,432
1352
$1.28M 0.01%
48,885
-3,172
1353
$1.27M 0.01%
21,038
-3,465
1354
$1.27M 0.01%
22,375
+15,868
1355
$1.27M 0.01%
16,666
+634
1356
$1.26M 0.01%
11,225
+105
1357
$1.26M 0.01%
47,893
+16,840
1358
$1.26M 0.01%
8,068
-184
1359
$1.26M 0.01%
21,853
-1,128
1360
$1.26M 0.01%
6,397
-2,975
1361
$1.25M 0.01%
37,992
-6,816
1362
$1.25M 0.01%
10,408
-476
1363
$1.25M 0.01%
4,258
-437
1364
$1.25M 0.01%
53,494
+270
1365
$1.25M 0.01%
72,708
-1,422
1366
$1.24M 0.01%
22,480
-1,437
1367
$1.24M 0.01%
17,364
-26,255
1368
$1.24M 0.01%
51,648
+13,798
1369
$1.23M 0.01%
157,797
+10,333
1370
$1.23M 0.01%
106,647
-114,077
1371
$1.23M 0.01%
50,848
+20,167
1372
$1.23M 0.01%
56,189
-1,660
1373
$1.23M 0.01%
22,728
-88,558
1374
$1.23M 0.01%
37,340
+1,071
1375
$1.22M 0.01%
8,828
+850
53 54
55
56 57