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
1501
$1.02M 0.01%
13,843
-204
1502
$1.02M 0.01%
32,167
-1,679
1503
$1.02M 0.01%
4,427
+98
1504
$1.01M 0.01%
32,113
+23,016
1505
$1.01M 0.01%
39,354
-301
1506
$1.01M 0.01%
11,337
-706
1507
$1.01M 0.01%
38,022
+23,646
1508
$1.01M 0.01%
5,802
+47
1509
$1.01M 0.01%
8,944
+446
1510
$1.01M 0.01%
22,186
-1,383
1511
$1.01M 0.01%
36,736
+22,112
1512
$1.01M 0.01%
103,272
+68
1513
$1M 0.01%
11,538
+784
1514
$1M 0.01%
10,987
+4,545
1515
$1M 0.01%
21,522
-912
1516
$1M 0.01%
39,260
-26,368
1517
$997K 0.01%
+14,275
1518
$991K 0.01%
+32,060
1519
$991K 0.01%
36,758
+79
1520
$989K 0.01%
24,695
1521
$985K 0.01%
27,494
+6,948
1522
$985K 0.01%
+12,010
1523
$985K 0.01%
18,721
+2,010
1524
$982K 0.01%
27,745
-4,514
1525
$981K 0.01%
9,216
-1,161
59 60
61
62 63