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
176
$23.2M 0.12%
676,733
-975
177
$23M 0.12%
938,085
-276,561
178
$22.8M 0.12%
275,864
-27,383
179
$22.2M 0.12%
909,050
-49,988
180
$22.2M 0.12%
438,390
-7,271
181
$21.8M 0.11%
1,571,036
-688,800
182
$21.8M 0.11%
660,106
-143,353
183
$21.7M 0.11%
292,930
+6,650
184
$21.5M 0.11%
216,315
+13,446
185
$21.3M 0.11%
330,964
-13,636
186
$21.2M 0.11%
678,449
-57,889
187
$21.2M 0.11%
38,487
-3,310
188
$20.9M 0.11%
143,206
+41,302
189
$20.8M 0.11%
801,592
-87,714
190
$20.7M 0.11%
61,615
-5,696
191
$20.7M 0.11%
580,029
-11,885
192
$20.5M 0.11%
432,739
-11,020
193
$20.3M 0.11%
116,962
+7,134
194
$20.3M 0.11%
639,361
+254,637
195
$20.3M 0.11%
224,208
+3,910
196
$20.3M 0.11%
241,908
+51,293
197
$20.1M 0.1%
429,579
-7,270
198
$19.8M 0.1%
896,948
+280,914
199
$19.3M 0.1%
663,017
-33,435
200
$19.2M 0.1%
171,837
+35,259
6 7
8
9 10