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
2001
$508K ﹤0.01%
61,522
+6,716
2002
$506K ﹤0.01%
4,397
+45
2003
$506K ﹤0.01%
8,972
-545
2004
$505K ﹤0.01%
6,874
-1,573
2005
$504K ﹤0.01%
+20,959
2006
$504K ﹤0.01%
9,835
+3,335
2007
$504K ﹤0.01%
1,812
+37
2008
$502K ﹤0.01%
23,938
+3,647
2009
$501K ﹤0.01%
46,523
+2,285
2010
$501K ﹤0.01%
25,368
+2,389
2011
$500K ﹤0.01%
16,468
-138
2012
$499K ﹤0.01%
57,239
+3,671
2013
$499K ﹤0.01%
22,512
-7,511
2014
$499K ﹤0.01%
9,586
-6,555
2015
$498K ﹤0.01%
9,679
+1,343
2016
$498K ﹤0.01%
12,065
-50
2017
$496K ﹤0.01%
43,934
-1,033
2018
$496K ﹤0.01%
20,548
+900
2019
$496K ﹤0.01%
5,045
+1,793
2020
$495K ﹤0.01%
8,279
+3,319
2021
$495K ﹤0.01%
3,459
+89
2022
$494K ﹤0.01%
8,665
-20,401
2023
$494K ﹤0.01%
4,589
+1,432
2024
$494K ﹤0.01%
49,201
+12,800
2025
$493K ﹤0.01%
+3,709
79 80
81
82 83