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
2276
$363K ﹤0.01%
35,761
-3,691
2277
$362K ﹤0.01%
2,243
+423
2278
$361K ﹤0.01%
9,555
-1,367
2279
$361K ﹤0.01%
+1,291
2280
$360K ﹤0.01%
64,512
-5,851
2281
$360K ﹤0.01%
7,030
+880
2282
$360K ﹤0.01%
5,412
+786
2283
$360K ﹤0.01%
11,551
-4,265
2284
$360K ﹤0.01%
4,216
-165
2285
$360K ﹤0.01%
30,380
+1,741
2286
$360K ﹤0.01%
12,174
-422
2287
$360K ﹤0.01%
3,431
+5
2288
$359K ﹤0.01%
9,204
-1,430
2289
$359K ﹤0.01%
8,376
-3,231
2290
$358K ﹤0.01%
17,004
+14
2291
$358K ﹤0.01%
15,805
+68
2292
$358K ﹤0.01%
104,768
-108,250
2293
$356K ﹤0.01%
36,315
-1,139
2294
$356K ﹤0.01%
34,399
+9,778
2295
$356K ﹤0.01%
7,453
+2,419
2296
$355K ﹤0.01%
2,501
+531
2297
$355K ﹤0.01%
1,725
+20
2298
$354K ﹤0.01%
11,407
-847
2299
$354K ﹤0.01%
15,974
+2,914
2300
$354K ﹤0.01%
54,701
-3,207
90 91
92
93 94