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
2226
$392K ﹤0.01%
3,027
+39
2227
$391K ﹤0.01%
7,981
+479
2228
$391K ﹤0.01%
16,313
+1,861
2229
$390K ﹤0.01%
9,125
-1,769
2230
$390K ﹤0.01%
2,010
+72
2231
$389K ﹤0.01%
10,365
-407
2232
$387K ﹤0.01%
10,457
-778
2233
$387K ﹤0.01%
53,262
+6,949
2234
$386K ﹤0.01%
11,257
-1,851
2235
$386K ﹤0.01%
4,733
+116
2236
$385K ﹤0.01%
8,581
-16,735
2237
$385K ﹤0.01%
24,011
-1,008
2238
$385K ﹤0.01%
+15,355
2239
$385K ﹤0.01%
33,530
-2,419
2240
$384K ﹤0.01%
33,819
-5,622
2241
$382K ﹤0.01%
16,788
-1,528
2242
$382K ﹤0.01%
142,004
-1,353
2243
$381K ﹤0.01%
20,667
-6,390
2244
$381K ﹤0.01%
13,959
+1,740
2245
$380K ﹤0.01%
53,794
+706
2246
$380K ﹤0.01%
17,570
+9,375
2247
$378K ﹤0.01%
6,904
+281
2248
$378K ﹤0.01%
7,417
-5,566
2249
$377K ﹤0.01%
11,086
-174
2250
$377K ﹤0.01%
3,009
+1,208
88 89
90
91 92