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
1876
$604K ﹤0.01%
34,490
+858
1877
$602K ﹤0.01%
10,209
+5,817
1878
$602K ﹤0.01%
18,077
-28,835
1879
$601K ﹤0.01%
27,524
-1,776
1880
$601K ﹤0.01%
+11,956
1881
$601K ﹤0.01%
+10,030
1882
$601K ﹤0.01%
6,021
-2,481
1883
$599K ﹤0.01%
99,766
+12,775
1884
$598K ﹤0.01%
91,769
+24,555
1885
$598K ﹤0.01%
16,976
-776
1886
$597K ﹤0.01%
5,584
+560
1887
$597K ﹤0.01%
22,904
+9,868
1888
$595K ﹤0.01%
16,814
+10,852
1889
$594K ﹤0.01%
50,094
-186,272
1890
$592K ﹤0.01%
9,759
+816
1891
$592K ﹤0.01%
33,257
-2,914
1892
$591K ﹤0.01%
24,357
+656
1893
$591K ﹤0.01%
11,455
+1,158
1894
$588K ﹤0.01%
21,724
+4,526
1895
$588K ﹤0.01%
26,687
-795
1896
$588K ﹤0.01%
11,926
-1,145
1897
$588K ﹤0.01%
24,467
+4,563
1898
$586K ﹤0.01%
20,947
+6,015
1899
$586K ﹤0.01%
10,155
+1,580
1900
$584K ﹤0.01%
18,862
+4,203
74 75
76
77 78