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
2201
$399K ﹤0.01%
+21,457
2202
$398K ﹤0.01%
4,704
+1,392
2203
$398K ﹤0.01%
9,749
+1,191
2204
$398K ﹤0.01%
7,622
-564
2205
$398K ﹤0.01%
8,592
+3,220
2206
$398K ﹤0.01%
13,458
-1,150
2207
$398K ﹤0.01%
5,626
-1,198
2208
$397K ﹤0.01%
44,368
-3,071
2209
$397K ﹤0.01%
16,945
-897
2210
$396K ﹤0.01%
21,769
+3,117
2211
$396K ﹤0.01%
13,057
+71
2212
$396K ﹤0.01%
2,016
-40
2213
$395K ﹤0.01%
96,491
+34,351
2214
$394K ﹤0.01%
8,467
+1,751
2215
$394K ﹤0.01%
9,465
-4,080
2216
$394K ﹤0.01%
29,067
+8,269
2217
$394K ﹤0.01%
+9,659
2218
$394K ﹤0.01%
11,476
-5,282
2219
$393K ﹤0.01%
6,704
+1,184
2220
$393K ﹤0.01%
22,969
-2,082
2221
$393K ﹤0.01%
9,605
+18
2222
$393K ﹤0.01%
16,625
+841
2223
$393K ﹤0.01%
35,650
-21,923
2224
$392K ﹤0.01%
4,935
-281
2225
$392K ﹤0.01%
4,220
+1,420
87 88
89
90 91