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
1451
$1.12M 0.01%
49,163
-32,480
1452
$1.12M 0.01%
13,569
+3,238
1453
$1.11M 0.01%
43,635
+869
1454
$1.11M 0.01%
28,532
-17,370
1455
$1.11M 0.01%
25,265
+12,892
1456
$1.11M 0.01%
33,141
+5,278
1457
$1.11M 0.01%
67,199
+1,964
1458
$1.11M 0.01%
62,811
+486
1459
$1.11M 0.01%
173,884
+43,555
1460
$1.1M 0.01%
54,226
+9,562
1461
$1.1M 0.01%
11,853
-26,378
1462
$1.1M 0.01%
+47,674
1463
$1.09M 0.01%
51,656
-5,634
1464
$1.09M 0.01%
16,001
+1,628
1465
$1.09M 0.01%
145,464
-1,337
1466
$1.09M 0.01%
12,035
+295
1467
$1.09M 0.01%
64,616
+1,213
1468
$1.09M 0.01%
6,516
+723
1469
$1.09M 0.01%
34,329
+4,260
1470
$1.09M 0.01%
19,341
-135
1471
$1.09M 0.01%
40,937
-1,099
1472
$1.08M 0.01%
26,703
+710
1473
$1.08M 0.01%
+43,003
1474
$1.08M 0.01%
60,791
-28,363
1475
$1.08M 0.01%
104,676
+40,129
57 58
59
60 61