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
1951
$540K ﹤0.01%
31,392
+3,755
1952
$539K ﹤0.01%
74,243
-7,697
1953
$539K ﹤0.01%
9,610
-497
1954
$539K ﹤0.01%
69,599
+9,478
1955
$539K ﹤0.01%
19,629
-980
1956
$538K ﹤0.01%
35,128
-8,354
1957
$538K ﹤0.01%
3,259
+1,275
1958
$537K ﹤0.01%
17,130
+775
1959
$536K ﹤0.01%
16,851
-150
1960
$536K ﹤0.01%
+32,088
1961
$535K ﹤0.01%
9,806
+1,864
1962
$534K ﹤0.01%
17,732
+141
1963
$534K ﹤0.01%
7,736
-760
1964
$533K ﹤0.01%
11,979
-354
1965
$532K ﹤0.01%
15,207
-52
1966
$532K ﹤0.01%
28,015
+6,193
1967
$531K ﹤0.01%
16,750
-3,080
1968
$530K ﹤0.01%
43,625
+2,978
1969
$529K ﹤0.01%
29,980
+5,035
1970
$528K ﹤0.01%
19,418
-1,227
1971
$527K ﹤0.01%
25,015
-990
1972
$527K ﹤0.01%
1,925
-14
1973
$526K ﹤0.01%
60,767
+37,563
1974
$526K ﹤0.01%
7,608
+824
1975
$524K ﹤0.01%
14,800
+557
77 78
79
80 81