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
1526
$981K 0.01%
46,302
-713
1527
$980K 0.01%
44,307
-31,358
1528
$977K 0.01%
23,667
+2,735
1529
$975K 0.01%
21,163
-718
1530
$974K 0.01%
11,757
+7,285
1531
$973K 0.01%
7,979
-425
1532
$972K 0.01%
27,150
+520
1533
$967K 0.01%
38,294
+7,632
1534
$966K 0.01%
211,806
+152,230
1535
$964K 0.01%
63,390
-2,996
1536
$963K 0.01%
246,980
+46,089
1537
$961K 0.01%
73,515
+8,416
1538
$958K 0.01%
8,930
-89
1539
$957K 0.01%
7,837
-182
1540
$955K 0.01%
19,502
-4,019
1541
$952K ﹤0.01%
+15,853
1542
$951K ﹤0.01%
41,293
+16,351
1543
$947K ﹤0.01%
10,166
-354
1544
$946K ﹤0.01%
15,677
-2,819
1545
$946K ﹤0.01%
13,757
+1,754
1546
$945K ﹤0.01%
38,093
-15,450
1547
$944K ﹤0.01%
44,618
+29,543
1548
$943K ﹤0.01%
59,109
+9,078
1549
$943K ﹤0.01%
19,851
-5,041
1550
$943K ﹤0.01%
36,561
+3,744
60 61
62
63 64