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
1901
$584K ﹤0.01%
241,481
-30,360
1902
$583K ﹤0.01%
6,149
-2,832
1903
$583K ﹤0.01%
38,811
+3,760
1904
$579K ﹤0.01%
14,001
-1,230
1905
$579K ﹤0.01%
25,511
-21,592
1906
$578K ﹤0.01%
16,207
+4,886
1907
$578K ﹤0.01%
10,610
+405
1908
$575K ﹤0.01%
8,893
+444
1909
$573K ﹤0.01%
6,779
+2,919
1910
$572K ﹤0.01%
11,559
+1,417
1911
$570K ﹤0.01%
16,446
-2,262
1912
$569K ﹤0.01%
20,696
-4,552
1913
$569K ﹤0.01%
6,627
+3,060
1914
$568K ﹤0.01%
16,190
-813
1915
$568K ﹤0.01%
64,027
-2,444
1916
$568K ﹤0.01%
81,301
-40,753
1917
$567K ﹤0.01%
15,023
+558
1918
$566K ﹤0.01%
2,249
+820
1919
$564K ﹤0.01%
1,663
+599
1920
$564K ﹤0.01%
1,813
+29
1921
$562K ﹤0.01%
71,017
-5,329
1922
$561K ﹤0.01%
6,499
-5,100
1923
$560K ﹤0.01%
17,641
-4,824
1924
$560K ﹤0.01%
27,344
+3,000
1925
$559K ﹤0.01%
34,233
+7,409
75 76
77
78 79