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
2126
$436K ﹤0.01%
+19,876
2127
$436K ﹤0.01%
8,766
-59,404
2128
$435K ﹤0.01%
16,992
+8,780
2129
$435K ﹤0.01%
47,409
-5,651
2130
$435K ﹤0.01%
2,658
+571
2131
$434K ﹤0.01%
13,308
-4,425
2132
$433K ﹤0.01%
4,208
+1,893
2133
$433K ﹤0.01%
+8,727
2134
$433K ﹤0.01%
13,200
2135
$432K ﹤0.01%
+20,268
2136
$432K ﹤0.01%
4,636
+39
2137
$432K ﹤0.01%
4,463
+402
2138
$432K ﹤0.01%
4,349
+563
2139
$430K ﹤0.01%
9,138
+3,231
2140
$428K ﹤0.01%
9,900
+159
2141
$428K ﹤0.01%
27,302
-922
2142
$428K ﹤0.01%
17,577
-5,865
2143
$427K ﹤0.01%
61,025
-2,526
2144
$426K ﹤0.01%
37,817
+10,899
2145
$426K ﹤0.01%
11,085
-989
2146
$425K ﹤0.01%
10,475
+3,024
2147
$424K ﹤0.01%
10,155
-354
2148
$424K ﹤0.01%
25,122
-777
2149
$424K ﹤0.01%
64,862
-2,397
2150
$423K ﹤0.01%
17,150
-708
84 85
86
87 88