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
2301
$354K ﹤0.01%
25,242
+11,580
2302
$353K ﹤0.01%
19,560
+1,111
2303
$353K ﹤0.01%
6,765
-9,012
2304
$353K ﹤0.01%
9,864
+51
2305
$353K ﹤0.01%
25,962
+750
2306
$351K ﹤0.01%
27,674
-3,966
2307
$350K ﹤0.01%
10,220
+709
2308
$350K ﹤0.01%
2,070
-696
2309
$350K ﹤0.01%
5,971
+1,031
2310
$348K ﹤0.01%
+13,636
2311
$348K ﹤0.01%
18,824
-420
2312
$347K ﹤0.01%
+17,963
2313
$347K ﹤0.01%
19,246
+534
2314
$347K ﹤0.01%
31,594
-635
2315
$347K ﹤0.01%
8,406
-680
2316
$346K ﹤0.01%
8,039
+1,149
2317
$346K ﹤0.01%
3,135
-7,977
2318
$345K ﹤0.01%
12,230
-8,958
2319
$344K ﹤0.01%
4,357
+522
2320
$344K ﹤0.01%
32,649
+73
2321
$344K ﹤0.01%
30,143
-109
2322
$343K ﹤0.01%
7,939
+729
2323
$343K ﹤0.01%
6,878
+6
2324
$342K ﹤0.01%
31,199
-4,480
2325
$342K ﹤0.01%
19,075
+541
91 92
93
94 95