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
1801
$668K ﹤0.01%
16,292
+6,988
1802
$666K ﹤0.01%
14,785
-6,022
1803
$665K ﹤0.01%
18,770
+2,715
1804
$665K ﹤0.01%
53,586
1805
$664K ﹤0.01%
23,904
+800
1806
$663K ﹤0.01%
3,119
+1,452
1807
$663K ﹤0.01%
12,559
+1,338
1808
$662K ﹤0.01%
12,625
+1,792
1809
$662K ﹤0.01%
13,563
+3,674
1810
$661K ﹤0.01%
84,789
-7,187
1811
$661K ﹤0.01%
7,007
-275
1812
$660K ﹤0.01%
65,314
+23,895
1813
$660K ﹤0.01%
58,584
-149,154
1814
$660K ﹤0.01%
3,225
-296
1815
$660K ﹤0.01%
53,020
+22,883
1816
$654K ﹤0.01%
1,909
-25
1817
$653K ﹤0.01%
4,519
+4
1818
$653K ﹤0.01%
7,815
-1,290
1819
$652K ﹤0.01%
6,167
-1,557
1820
$651K ﹤0.01%
36,204
-1,134
1821
$651K ﹤0.01%
36,150
+521
1822
$650K ﹤0.01%
5,657
-2,705
1823
$650K ﹤0.01%
13,761
+5,245
1824
$649K ﹤0.01%
50,179
+1,034
1825
$648K ﹤0.01%
13,169
-13
71 72
73
74 75