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
2051
$477K ﹤0.01%
7,533
-673
2052
$477K ﹤0.01%
1,787
+33
2053
$476K ﹤0.01%
83,045
-2,518
2054
$476K ﹤0.01%
29,521
-6,763
2055
$475K ﹤0.01%
3,209
-303
2056
$474K ﹤0.01%
7,953
+124
2057
$474K ﹤0.01%
7,889
-1,796
2058
$474K ﹤0.01%
43,698
+5,422
2059
$474K ﹤0.01%
54,663
+1,876
2060
$473K ﹤0.01%
+27,776
2061
$472K ﹤0.01%
15,671
+68
2062
$471K ﹤0.01%
7,808
2063
$471K ﹤0.01%
+16,991
2064
$471K ﹤0.01%
60,349
+4,659
2065
$468K ﹤0.01%
5,864
-590
2066
$468K ﹤0.01%
15,378
-6,334
2067
$468K ﹤0.01%
68,866
-3,821
2068
$468K ﹤0.01%
54,477
+182
2069
$466K ﹤0.01%
6,763
-1,377
2070
$466K ﹤0.01%
39,286
-1,600
2071
$465K ﹤0.01%
11,687
-58
2072
$465K ﹤0.01%
7,432
+4,148
2073
$465K ﹤0.01%
5,908
-460
2074
$464K ﹤0.01%
1,404
+223
2075
$463K ﹤0.01%
4,308
+11
81 82
83
84 85