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
151
$26.5M 0.14%
616,888
+13,922
152
$26.4M 0.14%
239,972
-7,356
153
$26.2M 0.14%
251,274
-31,077
154
$26.1M 0.14%
878,671
+56,621
155
$25.7M 0.13%
254,683
+33,614
156
$25.7M 0.13%
510,622
-182,878
157
$25.4M 0.13%
1,513,046
+216,469
158
$25.1M 0.13%
408,534
+79,137
159
$25M 0.13%
643,213
+25,701
160
$24.9M 0.13%
58,137
+1,877
161
$24.8M 0.13%
183,641
+11,060
162
$24.7M 0.13%
94,002
+557
163
$24.6M 0.13%
538,899
+16,916
164
$24.6M 0.13%
1,014,201
+23,142
165
$24.2M 0.13%
433,530
+77,060
166
$24.2M 0.13%
373,459
-25,461
167
$23.8M 0.12%
284,396
-34,445
168
$23.8M 0.12%
2,043,222
-33,960
169
$23.8M 0.12%
510,428
+847
170
$23.7M 0.12%
303,924
+25,034
171
$23.7M 0.12%
743,609
-22,805
172
$23.6M 0.12%
224,036
+41,012
173
$23.5M 0.12%
117,390
-4,201
174
$23.2M 0.12%
197,016
+20,881
175
$23.2M 0.12%
303,120
-9,227
5 6
7
8 9