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
1626
$846K ﹤0.01%
37,369
+16,253
1627
$845K ﹤0.01%
27,596
-91,839
1628
$843K ﹤0.01%
45,130
-978
1629
$843K ﹤0.01%
41,940
-1,106
1630
$841K ﹤0.01%
25,928
+2,254
1631
$841K ﹤0.01%
61,085
+8,039
1632
$838K ﹤0.01%
104,715
-4,735
1633
$838K ﹤0.01%
3,361
+99
1634
$838K ﹤0.01%
42,180
-3,946
1635
$837K ﹤0.01%
11,807
+285
1636
$837K ﹤0.01%
13,439
-4,242
1637
$834K ﹤0.01%
15,671
+4,155
1638
$832K ﹤0.01%
78,128
-4,215
1639
$832K ﹤0.01%
16,433
-1,592
1640
$830K ﹤0.01%
14,509
-364
1641
$827K ﹤0.01%
10,741
+524
1642
$827K ﹤0.01%
15,488
-13,956
1643
$827K ﹤0.01%
133,417
1644
$824K ﹤0.01%
20,147
+420
1645
$824K ﹤0.01%
21,252
+6,171
1646
$819K ﹤0.01%
50,350
+11,857
1647
$819K ﹤0.01%
139,950
+37,690
1648
$817K ﹤0.01%
16,671
-24,904
1649
$816K ﹤0.01%
14,079
+699
1650
$815K ﹤0.01%
39,262
+198
64 65
66
67 68