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
1601
$882K ﹤0.01%
36,308
-424
1602
$880K ﹤0.01%
31,272
+2,263
1603
$879K ﹤0.01%
91,913
+5,551
1604
$879K ﹤0.01%
17,838
-1,311
1605
$875K ﹤0.01%
52,298
-10,738
1606
$870K ﹤0.01%
54,303
-28,373
1607
$863K ﹤0.01%
+29,921
1608
$863K ﹤0.01%
+35,582
1609
$861K ﹤0.01%
17,870
-2,040
1610
$860K ﹤0.01%
+35,409
1611
$859K ﹤0.01%
56,429
+1,352
1612
$859K ﹤0.01%
17,415
+7,960
1613
$858K ﹤0.01%
31,742
+17,801
1614
$857K ﹤0.01%
64,642
-2,469
1615
$856K ﹤0.01%
8,617
+1,111
1616
$856K ﹤0.01%
42,605
+7,970
1617
$853K ﹤0.01%
12,717
-13
1618
$852K ﹤0.01%
9,434
+6,080
1619
$851K ﹤0.01%
56,077
+10,148
1620
$849K ﹤0.01%
92,065
-8,164
1621
$848K ﹤0.01%
13,479
+15
1622
$848K ﹤0.01%
27,954
-1,605
1623
$848K ﹤0.01%
6,045
+646
1624
$848K ﹤0.01%
8,436
+409
1625
$847K ﹤0.01%
8,225
-2,756
63 64
65
66 67