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
2151
$422K ﹤0.01%
19,932
+396
2152
$422K ﹤0.01%
19,695
-3,037
2153
$422K ﹤0.01%
8,507
+2,812
2154
$422K ﹤0.01%
18,163
+1,891
2155
$421K ﹤0.01%
6,492
+2,896
2156
$421K ﹤0.01%
16,098
2157
$420K ﹤0.01%
14,815
-8,006
2158
$420K ﹤0.01%
18,705
+1,736
2159
$420K ﹤0.01%
22,504
-1,744
2160
$419K ﹤0.01%
18,741
-3,118
2161
$419K ﹤0.01%
14,805
+4,859
2162
$418K ﹤0.01%
3,537
-56
2163
$418K ﹤0.01%
9,572
+774
2164
$417K ﹤0.01%
16,507
+1,754
2165
$417K ﹤0.01%
7,778
+2,144
2166
$417K ﹤0.01%
5,279
+178
2167
$417K ﹤0.01%
33,382
+1,754
2168
$415K ﹤0.01%
3,085
+747
2169
$415K ﹤0.01%
10,546
-15,287
2170
$414K ﹤0.01%
12,992
+6,027
2171
$414K ﹤0.01%
+14,614
2172
$413K ﹤0.01%
7,027
-470
2173
$413K ﹤0.01%
14,913
+1,553
2174
$412K ﹤0.01%
16,483
-36,567
2175
$412K ﹤0.01%
13,388
-852
85 86
87
88 89