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
2251
$376K ﹤0.01%
3,969
+430
2252
$375K ﹤0.01%
22,510
-8,002
2253
$375K ﹤0.01%
3,885
+795
2254
$375K ﹤0.01%
1,734
-1,178
2255
$375K ﹤0.01%
46,329
-35,688
2256
$374K ﹤0.01%
26,427
+19
2257
$374K ﹤0.01%
+17,341
2258
$373K ﹤0.01%
40,594
+4,854
2259
$373K ﹤0.01%
16,045
+3,509
2260
$373K ﹤0.01%
10,795
+211
2261
$373K ﹤0.01%
20,888
-5,310
2262
$372K ﹤0.01%
7,854
+430
2263
$371K ﹤0.01%
29,806
+5,117
2264
$371K ﹤0.01%
5,057
-312
2265
$370K ﹤0.01%
12,356
+550
2266
$368K ﹤0.01%
8,837
-6,203
2267
$368K ﹤0.01%
16,756
+491
2268
$367K ﹤0.01%
26,954
-214
2269
$367K ﹤0.01%
13,710
+608
2270
$367K ﹤0.01%
9,455
+230
2271
$366K ﹤0.01%
11,406
-3,473
2272
$365K ﹤0.01%
50,079
-5,830
2273
$364K ﹤0.01%
34,864
-597
2274
$363K ﹤0.01%
9,142
+22
2275
$363K ﹤0.01%
13,326
-3,691
89 90
91
92 93