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
1651
$814K ﹤0.01%
64,113
+3,245
1652
$813K ﹤0.01%
7,952
-33
1653
$813K ﹤0.01%
24,413
+1,014
1654
$813K ﹤0.01%
9,440
-3,986
1655
$811K ﹤0.01%
53,823
+7,966
1656
$810K ﹤0.01%
19,867
-1,051
1657
$808K ﹤0.01%
30,620
-3,380
1658
$807K ﹤0.01%
20,205
-385
1659
$806K ﹤0.01%
11,878
-858
1660
$806K ﹤0.01%
18,954
+1,824
1661
$806K ﹤0.01%
41,396
-189
1662
$802K ﹤0.01%
32,360
-2,681
1663
$801K ﹤0.01%
16,758
-1,825
1664
$801K ﹤0.01%
13,709
+199
1665
$798K ﹤0.01%
7,969
+403
1666
$796K ﹤0.01%
124,834
-3,278
1667
$795K ﹤0.01%
17,256
+6,568
1668
$794K ﹤0.01%
28,414
-3,526
1669
$792K ﹤0.01%
29,311
-7,941
1670
$790K ﹤0.01%
8,716
-477
1671
$790K ﹤0.01%
39,142
+10,877
1672
$790K ﹤0.01%
23,108
-2,633
1673
$789K ﹤0.01%
25,753
+859
1674
$788K ﹤0.01%
+38,761
1675
$788K ﹤0.01%
+10,689
65 66
67
68 69