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
1551
$939K ﹤0.01%
14,292
-9,330
1552
$938K ﹤0.01%
33,287
+7,772
1553
$937K ﹤0.01%
6,657
+4
1554
$937K ﹤0.01%
9,003
-834
1555
$936K ﹤0.01%
22,561
+132
1556
$936K ﹤0.01%
75,676
+2,646
1557
$935K ﹤0.01%
2,331
-221
1558
$934K ﹤0.01%
1,829
-16
1559
$928K ﹤0.01%
16,209
+409
1560
$925K ﹤0.01%
+18,543
1561
$924K ﹤0.01%
31,460
-3,368
1562
$922K ﹤0.01%
20,280
-1,867
1563
$919K ﹤0.01%
7,138
-146
1564
$918K ﹤0.01%
19,488
-864
1565
$918K ﹤0.01%
11,830
+2,469
1566
$916K ﹤0.01%
8,666
+300
1567
$916K ﹤0.01%
22,529
+14,169
1568
$913K ﹤0.01%
48,116
-3,342
1569
$913K ﹤0.01%
3,733
+2,332
1570
$912K ﹤0.01%
25,544
+499
1571
$911K ﹤0.01%
29,468
-4,896
1572
$910K ﹤0.01%
13,462
+8,779
1573
$910K ﹤0.01%
44,154
+5,450
1574
$910K ﹤0.01%
20,441
-1,745
1575
$908K ﹤0.01%
11,070
+1,271
61 62
63
64 65