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
1476
$1.08M 0.01%
98,392
+1
1477
$1.07M 0.01%
31,646
+13,393
1478
$1.07M 0.01%
18,797
+508
1479
$1.06M 0.01%
49,689
+202
1480
$1.06M 0.01%
43,652
+13,236
1481
$1.06M 0.01%
35,918
+16,585
1482
$1.05M 0.01%
95,639
-5,385
1483
$1.05M 0.01%
21,401
-25,384
1484
$1.05M 0.01%
40,005
-2,726
1485
$1.05M 0.01%
91,936
+1,951
1486
$1.04M 0.01%
21,893
+5,401
1487
$1.04M 0.01%
43,005
+10,938
1488
$1.04M 0.01%
51,784
+5,742
1489
$1.04M 0.01%
34,327
-2,368
1490
$1.04M 0.01%
29,731
+6,484
1491
$1.04M 0.01%
110,519
+8,461
1492
$1.04M 0.01%
+53,332
1493
$1.03M 0.01%
68,415
-7,150
1494
$1.03M 0.01%
45,211
+1,581
1495
$1.03M 0.01%
223,821
-122,443
1496
$1.03M 0.01%
98,790
-417
1497
$1.03M 0.01%
35,640
-260
1498
$1.03M 0.01%
88,548
-4,834
1499
$1.03M 0.01%
36,775
-5,397
1500
$1.02M 0.01%
15,763
+9,112
58 59
60
61 62