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
2076
$463K ﹤0.01%
35,095
-2,426
2077
$462K ﹤0.01%
9,060
-10,352
2078
$462K ﹤0.01%
10,701
+361
2079
$461K ﹤0.01%
31,601
+5,503
2080
$460K ﹤0.01%
10,001
-1,663
2081
$459K ﹤0.01%
15,330
2082
$459K ﹤0.01%
40,093
+13,637
2083
$458K ﹤0.01%
6,276
+1,629
2084
$458K ﹤0.01%
80,825
-3,941
2085
$457K ﹤0.01%
21,462
-926
2086
$456K ﹤0.01%
16,872
-379
2087
$455K ﹤0.01%
79,137
+1,250
2088
$455K ﹤0.01%
14,370
2089
$454K ﹤0.01%
11,920
+1,683
2090
$453K ﹤0.01%
13,576
+767
2091
$453K ﹤0.01%
11,816
+32
2092
$453K ﹤0.01%
55,851
+17,104
2093
$453K ﹤0.01%
30,189
-5,915
2094
$452K ﹤0.01%
9,916
+217
2095
$452K ﹤0.01%
3,976
-19
2096
$451K ﹤0.01%
389
-17
2097
$450K ﹤0.01%
30,960
+5,322
2098
$450K ﹤0.01%
17,791
+1,810
2099
$449K ﹤0.01%
4,254
+364
2100
$448K ﹤0.01%
6,698
-367
82 83
84
85 86