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
2176
$412K ﹤0.01%
10,960
+5,060
2177
$412K ﹤0.01%
4,182
+146
2178
$412K ﹤0.01%
23,068
-459
2179
$411K ﹤0.01%
10,689
+4,197
2180
$411K ﹤0.01%
31,734
+3,540
2181
$410K ﹤0.01%
1,698
+24
2182
$410K ﹤0.01%
+21,621
2183
$410K ﹤0.01%
9,318
-263
2184
$409K ﹤0.01%
12,902
-2,356
2185
$409K ﹤0.01%
22,535
+7,467
2186
$408K ﹤0.01%
18,036
+2,559
2187
$408K ﹤0.01%
7,710
+1,640
2188
$407K ﹤0.01%
10,057
-63
2189
$407K ﹤0.01%
7,765
-41,373
2190
$406K ﹤0.01%
47,442
+2,148
2191
$406K ﹤0.01%
343
+17
2192
$404K ﹤0.01%
1,908
+229
2193
$404K ﹤0.01%
5,802
-898
2194
$401K ﹤0.01%
9,966
+2,002
2195
$401K ﹤0.01%
3,911
-42
2196
$401K ﹤0.01%
+2,176
2197
$401K ﹤0.01%
7,024
+1,103
2198
$400K ﹤0.01%
21,948
+9,505
2199
$400K ﹤0.01%
10,124
+2,791
2200
$399K ﹤0.01%
949
+141
86 87
88
89 90