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
1751
$707K ﹤0.01%
40,028
+127
1752
$706K ﹤0.01%
33,548
-1,171
1753
$706K ﹤0.01%
16,651
-457
1754
$704K ﹤0.01%
20,411
-1,485
1755
$704K ﹤0.01%
15,167
-934
1756
$704K ﹤0.01%
2,128
+4
1757
$703K ﹤0.01%
84,311
+10,048
1758
$703K ﹤0.01%
15,578
-372
1759
$703K ﹤0.01%
+14,229
1760
$702K ﹤0.01%
9,303
+859
1761
$701K ﹤0.01%
19,443
+5,701
1762
$700K ﹤0.01%
28,823
-6,495
1763
$699K ﹤0.01%
8,523
+6,115
1764
$698K ﹤0.01%
14,455
+6
1765
$698K ﹤0.01%
13,135
-4,579
1766
$697K ﹤0.01%
74,029
-2,775
1767
$692K ﹤0.01%
7,616
+1,217
1768
$692K ﹤0.01%
23,914
-2,449
1769
$692K ﹤0.01%
20,618
+85
1770
$689K ﹤0.01%
8,249
-923
1771
$688K ﹤0.01%
8,370
-1,940
1772
$687K ﹤0.01%
+23,961
1773
$687K ﹤0.01%
21,012
+1,768
1774
$687K ﹤0.01%
+16,387
1775
$687K ﹤0.01%
11,028
-296
69 70
71
72 73