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
1826
$647K ﹤0.01%
54,399
-2,296
1827
$645K ﹤0.01%
4,618
+417
1828
$645K ﹤0.01%
9,205
+452
1829
$644K ﹤0.01%
11,810
+88
1830
$644K ﹤0.01%
3,094
-95
1831
$643K ﹤0.01%
63,649
-5,132
1832
$643K ﹤0.01%
67,464
+7,456
1833
$643K ﹤0.01%
+28,883
1834
$643K ﹤0.01%
2,576
+352
1835
$642K ﹤0.01%
11,904
-1,354
1836
$642K ﹤0.01%
1,380
-100
1837
$641K ﹤0.01%
11,412
-2,218
1838
$640K ﹤0.01%
14,954
+118
1839
$635K ﹤0.01%
33,218
+15,190
1840
$635K ﹤0.01%
6,138
+460
1841
$634K ﹤0.01%
6,046
-321
1842
$633K ﹤0.01%
59,629
+2,469
1843
$631K ﹤0.01%
22,707
-615
1844
$631K ﹤0.01%
32,697
+4,087
1845
$630K ﹤0.01%
16,668
+600
1846
$628K ﹤0.01%
7,039
-10,993
1847
$628K ﹤0.01%
33,173
-10,142
1848
$628K ﹤0.01%
+7,349
1849
$627K ﹤0.01%
2,925
+1,069
1850
$626K ﹤0.01%
20,984
+3,630
72 73
74
75 76