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
1976
$524K ﹤0.01%
17,773
-1,833
1977
$524K ﹤0.01%
+29,893
1978
$522K ﹤0.01%
16,852
+222
1979
$521K ﹤0.01%
9,126
-471
1980
$521K ﹤0.01%
13,611
+400
1981
$521K ﹤0.01%
2,914
-72
1982
$520K ﹤0.01%
6,285
+316
1983
$519K ﹤0.01%
25,383
+1,758
1984
$518K ﹤0.01%
+19,653
1985
$516K ﹤0.01%
2,076
+119
1986
$516K ﹤0.01%
29,794
-5,006
1987
$516K ﹤0.01%
33,044
-8,878
1988
$515K ﹤0.01%
21,028
-21,038
1989
$514K ﹤0.01%
11,325
-1,245
1990
$514K ﹤0.01%
+7,837
1991
$514K ﹤0.01%
11,415
+3,328
1992
$513K ﹤0.01%
31,772
+190
1993
$513K ﹤0.01%
56,459
1994
$513K ﹤0.01%
6,507
+384
1995
$513K ﹤0.01%
23,032
-2,388
1996
$512K ﹤0.01%
3,454
+976
1997
$509K ﹤0.01%
44,043
-2,060
1998
$509K ﹤0.01%
5,040
+1,566
1999
$509K ﹤0.01%
28,793
+10,336
2000
$509K ﹤0.01%
15,270
-301
78 79
80
81 82