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
2101
$448K ﹤0.01%
7,224
+177
2102
$447K ﹤0.01%
11,921
+2,059
2103
$447K ﹤0.01%
1,546
-315
2104
$446K ﹤0.01%
18,709
+5,762
2105
$446K ﹤0.01%
13,448
+530
2106
$446K ﹤0.01%
19,982
-7,439
2107
$445K ﹤0.01%
8,568
-436
2108
$445K ﹤0.01%
5,577
-972
2109
$444K ﹤0.01%
3,558
+24
2110
$443K ﹤0.01%
+22,847
2111
$443K ﹤0.01%
18,431
+208
2112
$443K ﹤0.01%
6,751
-250
2113
$442K ﹤0.01%
4,019
-95
2114
$442K ﹤0.01%
42,772
+4,814
2115
$442K ﹤0.01%
5,813
2116
$441K ﹤0.01%
13,174
+366
2117
$440K ﹤0.01%
9,997
-77
2118
$438K ﹤0.01%
43,218
-1,954
2119
$438K ﹤0.01%
42,170
+7,626
2120
$438K ﹤0.01%
42,018
-23,715
2121
$438K ﹤0.01%
19,694
+275
2122
$438K ﹤0.01%
4,032
-44
2123
$438K ﹤0.01%
8,666
+847
2124
$437K ﹤0.01%
9,075
-377
2125
$436K ﹤0.01%
+3,143
83 84
85
86 87