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
1576
$907K ﹤0.01%
21,032
+6,496
1577
$906K ﹤0.01%
30,236
-377
1578
$905K ﹤0.01%
30,471
-3,415
1579
$905K ﹤0.01%
18,491
-11,606
1580
$904K ﹤0.01%
2,689
+209
1581
$901K ﹤0.01%
35,920
+16,615
1582
$901K ﹤0.01%
19,177
-5,486
1583
$899K ﹤0.01%
15,812
-1,786
1584
$899K ﹤0.01%
81,038
-3,148
1585
$899K ﹤0.01%
31,013
-11,236
1586
$898K ﹤0.01%
9,645
-3,650
1587
$898K ﹤0.01%
60,081
+1,000
1588
$896K ﹤0.01%
12,076
-1,042
1589
$895K ﹤0.01%
68,395
-80,588
1590
$894K ﹤0.01%
8,276
-33
1591
$894K ﹤0.01%
20,794
-30,896
1592
$891K ﹤0.01%
58,632
+10,203
1593
$891K ﹤0.01%
57,416
+3,442
1594
$891K ﹤0.01%
36,434
+616
1595
$887K ﹤0.01%
28,705
-278,136
1596
$887K ﹤0.01%
5,338
+114
1597
$885K ﹤0.01%
7,482
+144
1598
$884K ﹤0.01%
38,529
-14,273
1599
$883K ﹤0.01%
49,191
-12,443
1600
$883K ﹤0.01%
18,360
-6,454
62 63
64
65 66