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
1726
$739K ﹤0.01%
12,544
+621
1727
$736K ﹤0.01%
29,147
-14,181
1728
$735K ﹤0.01%
33,306
+4,596
1729
$734K ﹤0.01%
23,119
+3,637
1730
$731K ﹤0.01%
84,274
+700
1731
$730K ﹤0.01%
18,315
+548
1732
$729K ﹤0.01%
56,550
-11,093
1733
$726K ﹤0.01%
37,778
-4,711
1734
$725K ﹤0.01%
37,598
-50,661
1735
$723K ﹤0.01%
33,174
+2,656
1736
$719K ﹤0.01%
14,806
+2,177
1737
$717K ﹤0.01%
17,837
+4,443
1738
$716K ﹤0.01%
71,172
-15,213
1739
$716K ﹤0.01%
25,829
-320,713
1740
$714K ﹤0.01%
29,735
-5,530
1741
$713K ﹤0.01%
4,030
+1,280
1742
$713K ﹤0.01%
136,582
+8,940
1743
$713K ﹤0.01%
153,567
+45,349
1744
$712K ﹤0.01%
13,933
+1,107
1745
$711K ﹤0.01%
22,350
+3,359
1746
$711K ﹤0.01%
23,792
-10,718
1747
$710K ﹤0.01%
14,954
-485
1748
$709K ﹤0.01%
14,647
+1,430
1749
$707K ﹤0.01%
34,094
+21,217
1750
$707K ﹤0.01%
25,687
+31
68 69
70
71 72