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
201
$19.2M 0.1%
650,590
-22,710
202
$18.9M 0.1%
56,473
-2,440
203
$18.8M 0.1%
1,230,384
-33,238
204
$18.7M 0.1%
177,316
-4,258
205
$18.7M 0.1%
381,754
+2,299
206
$18.6M 0.1%
76,134
+1,498
207
$18.5M 0.1%
139,247
-23,440
208
$18.3M 0.1%
182,916
-17,654
209
$18.1M 0.09%
189,284
-119,513
210
$18M 0.09%
197,426
-12,411
211
$17.9M 0.09%
177,909
+74,275
212
$17.9M 0.09%
340,938
-37,300
213
$17.8M 0.09%
1,055,163
-38,415
214
$17.6M 0.09%
248,529
-55,258
215
$17.5M 0.09%
697,115
+18,513
216
$17.5M 0.09%
269,679
+1,092
217
$17.5M 0.09%
539,120
+58,269
218
$17.4M 0.09%
498,362
+3,563
219
$17.4M 0.09%
189,929
+4,224
220
$17.3M 0.09%
100,457
+5,991
221
$17.3M 0.09%
393,054
+32,075
222
$16.9M 0.09%
113,718
-18,883
223
$16.8M 0.09%
550,890
-5,712
224
$16.7M 0.09%
445,026
+22,534
225
$16.7M 0.09%
840,120
+302,465
7 8
9
10 11