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
1426
$1.15M 0.01%
31,962
+282
1427
$1.15M 0.01%
23,457
-295
1428
$1.15M 0.01%
12,296
+1,308
1429
$1.15M 0.01%
25,296
+3,612
1430
$1.15M 0.01%
36,401
+7,904
1431
$1.15M 0.01%
48,290
1432
$1.15M 0.01%
63,007
-303
1433
$1.14M 0.01%
9,957
+375
1434
$1.14M 0.01%
9,094
-24
1435
$1.14M 0.01%
6,391
-6
1436
$1.14M 0.01%
35,280
-672
1437
$1.14M 0.01%
9,022
-123
1438
$1.14M 0.01%
9,032
-1,118
1439
$1.14M 0.01%
34,332
-47
1440
$1.14M 0.01%
22,392
-1,141
1441
$1.13M 0.01%
108,028
+4,284
1442
$1.13M 0.01%
26,442
+2,038
1443
$1.13M 0.01%
16,499
+5,440
1444
$1.12M 0.01%
12,743
+398
1445
$1.12M 0.01%
44,836
-6,264
1446
$1.12M 0.01%
53,422
-3,222
1447
$1.12M 0.01%
59,796
+11,267
1448
$1.12M 0.01%
5,687
-2,232
1449
$1.12M 0.01%
7,114
-650
1450
$1.12M 0.01%
5,744
-33
56 57
58
59 60