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
2351
$333K ﹤0.01%
6,882
-1,404
2352
$333K ﹤0.01%
13,160
-3,018
2353
$333K ﹤0.01%
5,025
-905
2354
$333K ﹤0.01%
+11,475
2355
$332K ﹤0.01%
5,609
-475
2356
$332K ﹤0.01%
29,796
+16,128
2357
$331K ﹤0.01%
17,675
-2,927
2358
$331K ﹤0.01%
12,067
+2,637
2359
$330K ﹤0.01%
4,907
-1,163
2360
$330K ﹤0.01%
+2,712
2361
$329K ﹤0.01%
52,434
-198
2362
$328K ﹤0.01%
4,314
+452
2363
$328K ﹤0.01%
17,869
-2,063
2364
$328K ﹤0.01%
+10,381
2365
$328K ﹤0.01%
8,610
-490
2366
$327K ﹤0.01%
+34,055
2367
$327K ﹤0.01%
42,230
-4,328
2368
$326K ﹤0.01%
17,533
-89
2369
$326K ﹤0.01%
+6,595
2370
$326K ﹤0.01%
80,017
+67,275
2371
$326K ﹤0.01%
32,936
+2,225
2372
$325K ﹤0.01%
2,579
-62
2373
$325K ﹤0.01%
13,355
-2,827
2374
$323K ﹤0.01%
4,206
-454
2375
$322K ﹤0.01%
3,818
+384
93 94
95
96 97