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
1676
$787K ﹤0.01%
31,130
-8,234
1677
$783K ﹤0.01%
8,532
-630
1678
$783K ﹤0.01%
5,376
-526
1679
$783K ﹤0.01%
15,084
+1,851
1680
$782K ﹤0.01%
27,056
-6,829
1681
$781K ﹤0.01%
47,672
+6,736
1682
$781K ﹤0.01%
22,960
-1,681
1683
$778K ﹤0.01%
6,819
+1,031
1684
$776K ﹤0.01%
36,780
-52,991
1685
$776K ﹤0.01%
15,692
+8,645
1686
$775K ﹤0.01%
8,371
-658
1687
$775K ﹤0.01%
32,786
-5,159
1688
$774K ﹤0.01%
6,914
-377
1689
$774K ﹤0.01%
15,066
+655
1690
$772K ﹤0.01%
36,210
+3
1691
$772K ﹤0.01%
22,647
-345
1692
$771K ﹤0.01%
13,703
+397
1693
$770K ﹤0.01%
13,184
+4,034
1694
$769K ﹤0.01%
30,573
1695
$766K ﹤0.01%
17,065
-7,810
1696
$766K ﹤0.01%
+31,644
1697
$764K ﹤0.01%
18,410
-1,110
1698
$764K ﹤0.01%
13,829
-970
1699
$764K ﹤0.01%
41,315
-4,123
1700
$763K ﹤0.01%
36,453
+678
66 67
68
69 70