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
1851
$626K ﹤0.01%
20,280
+1,021
1852
$626K ﹤0.01%
92,675
-45
1853
$625K ﹤0.01%
8,209
-3,121
1854
$624K ﹤0.01%
84,348
+6,633
1855
$624K ﹤0.01%
16,505
-3,135
1856
$623K ﹤0.01%
8,564
+207
1857
$619K ﹤0.01%
6,389
-172
1858
$618K ﹤0.01%
38,228
+10,687
1859
$618K ﹤0.01%
14,928
+593
1860
$617K ﹤0.01%
10,658
+3,768
1861
$616K ﹤0.01%
36,598
+8,350
1862
$616K ﹤0.01%
23,020
-16
1863
$616K ﹤0.01%
30,040
-1,768
1864
$616K ﹤0.01%
37,752
-4,315
1865
$615K ﹤0.01%
20,360
-3,284
1866
$614K ﹤0.01%
23,224
-1,007
1867
$612K ﹤0.01%
35,751
+10,317
1868
$610K ﹤0.01%
26,851
+7,835
1869
$609K ﹤0.01%
14,450
-526
1870
$609K ﹤0.01%
33,777
+131
1871
$609K ﹤0.01%
12,579
-1,057
1872
$609K ﹤0.01%
22,192
-806
1873
$605K ﹤0.01%
7,802
-55
1874
$605K ﹤0.01%
19,182
+527
1875
$604K ﹤0.01%
+23,055
73 74
75
76 77