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
1376
$1.22M 0.01%
31,354
-51
1377
$1.22M 0.01%
7,258
-6,434
1378
$1.22M 0.01%
115,679
-10,448
1379
$1.22M 0.01%
19,208
-844
1380
$1.22M 0.01%
5,761
+941
1381
$1.22M 0.01%
49,586
-6,463
1382
$1.21M 0.01%
15,445
+2,555
1383
$1.21M 0.01%
68,014
+7,382
1384
$1.21M 0.01%
17,707
-833
1385
$1.21M 0.01%
17,097
-2,385
1386
$1.21M 0.01%
40,300
+31,624
1387
$1.21M 0.01%
16,089
+3,055
1388
$1.2M 0.01%
10,507
+965
1389
$1.2M 0.01%
11,415
-1,498
1390
$1.2M 0.01%
4,312
+165
1391
$1.2M 0.01%
25,870
-588
1392
$1.2M 0.01%
24,716
+5,319
1393
$1.19M 0.01%
35,244
-15,699
1394
$1.19M 0.01%
7,904
-171
1395
$1.19M 0.01%
25,540
-6,135
1396
$1.19M 0.01%
59,898
+1,331
1397
$1.19M 0.01%
+4,976
1398
$1.19M 0.01%
47,831
-5,808
1399
$1.19M 0.01%
+8,309
1400
$1.19M 0.01%
13,957
+6
54 55
56
57 58