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
2326
$341K ﹤0.01%
21,810
+4,656
2327
$341K ﹤0.01%
+7,303
2328
$341K ﹤0.01%
15,696
+2,048
2329
$340K ﹤0.01%
7,940
-1,333
2330
$340K ﹤0.01%
7,450
-816
2331
$339K ﹤0.01%
21,999
+264
2332
$339K ﹤0.01%
7,801
-846
2333
$339K ﹤0.01%
3,147
-602
2334
$338K ﹤0.01%
8,881
+75
2335
$338K ﹤0.01%
21,996
+799
2336
$338K ﹤0.01%
957
+17
2337
$338K ﹤0.01%
13,667
+3,912
2338
$338K ﹤0.01%
45,049
+2,816
2339
$337K ﹤0.01%
9,369
+121
2340
$337K ﹤0.01%
535
+37
2341
$336K ﹤0.01%
3,925
-1,017
2342
$335K ﹤0.01%
7,164
-63
2343
$335K ﹤0.01%
12,566
+3,648
2344
$335K ﹤0.01%
35,590
+5,850
2345
$335K ﹤0.01%
14,187
-3,595
2346
$335K ﹤0.01%
9,043
+150
2347
$334K ﹤0.01%
8,317
-1,081
2348
$334K ﹤0.01%
29,902
-1,668
2349
$334K ﹤0.01%
6,025
-685
2350
$333K ﹤0.01%
5,143
-501
92 93
94
95 96