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
1401
$1.19M 0.01%
17,964
+1,741
1402
$1.18M 0.01%
38,466
-56
1403
$1.18M 0.01%
30,387
-2,589
1404
$1.18M 0.01%
47,670
-1,421
1405
$1.18M 0.01%
13,315
-112
1406
$1.18M 0.01%
36,737
-10,688
1407
$1.18M 0.01%
223,426
-1,035
1408
$1.17M 0.01%
+51,698
1409
$1.17M 0.01%
10,578
-304
1410
$1.17M 0.01%
133,482
+6,669
1411
$1.16M 0.01%
61,415
+8,151
1412
$1.16M 0.01%
27,153
+3,437
1413
$1.16M 0.01%
25,497
-358
1414
$1.16M 0.01%
62,862
+25,397
1415
$1.16M 0.01%
37,065
-13,704
1416
$1.16M 0.01%
29,440
+180
1417
$1.16M 0.01%
56,249
-12,110
1418
$1.16M 0.01%
13,284
-667
1419
$1.16M 0.01%
20,900
+2,529
1420
$1.16M 0.01%
24,807
+4,921
1421
$1.16M 0.01%
13,072
+831
1422
$1.15M 0.01%
81,237
+42,719
1423
$1.15M 0.01%
40,349
-16,935
1424
$1.15M 0.01%
96,849
-85,754
1425
$1.15M 0.01%
51,380
-1,230
55 56
57
58 59