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
1701
$762K ﹤0.01%
4,782
+1,088
1702
$760K ﹤0.01%
13,335
-3,447
1703
$760K ﹤0.01%
23,535
+10,262
1704
$758K ﹤0.01%
16,641
-10,595
1705
$758K ﹤0.01%
14,729
+2,650
1706
$758K ﹤0.01%
7,195
-1,715
1707
$755K ﹤0.01%
46,433
+7,952
1708
$754K ﹤0.01%
71,461
+6,619
1709
$753K ﹤0.01%
65,326
-126
1710
$753K ﹤0.01%
30,409
+4,987
1711
$752K ﹤0.01%
2,271
+66
1712
$752K ﹤0.01%
47,308
+6,060
1713
$752K ﹤0.01%
2,354
-173
1714
$751K ﹤0.01%
24,658
-70
1715
$751K ﹤0.01%
16,987
-15,137
1716
$751K ﹤0.01%
48,818
-2,175
1717
$750K ﹤0.01%
18,777
-1,467
1718
$750K ﹤0.01%
32,303
-2,928
1719
$748K ﹤0.01%
27,913
-58
1720
$748K ﹤0.01%
13,020
+3,080
1721
$746K ﹤0.01%
25,706
-5,700
1722
$745K ﹤0.01%
38,695
-44,865
1723
$745K ﹤0.01%
29,579
+627
1724
$741K ﹤0.01%
101,282
+31,437
1725
$741K ﹤0.01%
20,303
+2,180
67 68
69
70 71