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
126
$30.8M 0.16%
889,123
-47,266
127
$30.6M 0.16%
328,478
+8,421
128
$30.6M 0.16%
253,493
+33,776
129
$30.1M 0.16%
515,244
+4,201
130
$29.8M 0.15%
271,151
+5,522
131
$29.7M 0.15%
555,431
-40,614
132
$29.7M 0.15%
976,839
-2,057
133
$29.5M 0.15%
1,251,940
+434,260
134
$29.5M 0.15%
209,547
-874
135
$29.5M 0.15%
137,515
-3,238
136
$29.4M 0.15%
153,412
-14,608
137
$29.2M 0.15%
256,241
+20,924
138
$29M 0.15%
457,910
+23,572
139
$28.8M 0.15%
616,432
+47,458
140
$28.7M 0.15%
144,271
+3,921
141
$28.5M 0.15%
287,596
-7,247
142
$28.5M 0.15%
276,725
+31,156
143
$28.2M 0.15%
1,240,833
-402,122
144
$28M 0.15%
232,478
-44,416
145
$27.9M 0.14%
449,976
-4,980
146
$27.4M 0.14%
1,259,966
+35,101
147
$27.3M 0.14%
404,530
-823
148
$27.2M 0.14%
264,246
+34,079
149
$26.7M 0.14%
442,214
-9,408
150
$26.5M 0.14%
1,328,712
+385,784
4 5
6
7 8