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
1776
$685K ﹤0.01%
12,643
-269
1777
$685K ﹤0.01%
5,493
-7,944
1778
$683K ﹤0.01%
79,194
+512
1779
$683K ﹤0.01%
60,290
-1,608
1780
$681K ﹤0.01%
23,614
+1,881
1781
$680K ﹤0.01%
25,773
+1,055
1782
$679K ﹤0.01%
16,570
+953
1783
$679K ﹤0.01%
28,010
-4,067
1784
$679K ﹤0.01%
61,614
-18,140
1785
$679K ﹤0.01%
20,665
+4,660
1786
$679K ﹤0.01%
29,985
+9,701
1787
$678K ﹤0.01%
11,382
-128
1788
$677K ﹤0.01%
17,778
+4,028
1789
$677K ﹤0.01%
16,891
+1,191
1790
$677K ﹤0.01%
25,720
+3
1791
$676K ﹤0.01%
15,745
+1,959
1792
$675K ﹤0.01%
67,658
-18,038
1793
$675K ﹤0.01%
6,890
+347
1794
$675K ﹤0.01%
39,431
-21,202
1795
$674K ﹤0.01%
20,231
+4,382
1796
$674K ﹤0.01%
45,387
+3
1797
$674K ﹤0.01%
60,753
-8,035
1798
$674K ﹤0.01%
25,512
+2,841
1799
$671K ﹤0.01%
55,678
-254
1800
$668K ﹤0.01%
9,747
+845
70 71
72
73 74