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
1926
$558K ﹤0.01%
+22,876
1927
$558K ﹤0.01%
21,199
-353
1928
$556K ﹤0.01%
12,365
-105
1929
$555K ﹤0.01%
22,841
1930
$555K ﹤0.01%
16,827
-46,050
1931
$554K ﹤0.01%
15,883
-170
1932
$553K ﹤0.01%
22,414
+7,597
1933
$553K ﹤0.01%
1,974
+86
1934
$552K ﹤0.01%
22,271
+5,717
1935
$550K ﹤0.01%
23,542
+164
1936
$549K ﹤0.01%
11,558
+2,854
1937
$548K ﹤0.01%
19,360
-557
1938
$548K ﹤0.01%
+9,036
1939
$547K ﹤0.01%
13,777
-1,465
1940
$546K ﹤0.01%
99,566
-7,252
1941
$545K ﹤0.01%
18,883
+3,127
1942
$544K ﹤0.01%
7,952
+297
1943
$544K ﹤0.01%
5,116
-873
1944
$544K ﹤0.01%
30,648
+96
1945
$544K ﹤0.01%
+18,067
1946
$543K ﹤0.01%
2,174
-24
1947
$543K ﹤0.01%
18,631
-629
1948
$542K ﹤0.01%
13,216
+2,183
1949
$542K ﹤0.01%
21,929
-1,237
1950
$540K ﹤0.01%
+3,671
76 77
78
79 80