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
2376
$322K ﹤0.01%
328,420
+127,175
2377
$321K ﹤0.01%
44,754
-10,039
2378
$320K ﹤0.01%
7,695
-2,215
2379
$320K ﹤0.01%
6,221
+88
2380
$320K ﹤0.01%
21,211
+1,244
2381
$320K ﹤0.01%
9,423
-2,967
2382
$319K ﹤0.01%
7,993
-73
2383
$319K ﹤0.01%
1,961
-274
2384
$319K ﹤0.01%
25,628
-1,181
2385
$318K ﹤0.01%
2,318
+55
2386
$318K ﹤0.01%
15,024
+121
2387
$318K ﹤0.01%
19,631
-19,268
2388
$318K ﹤0.01%
20,485
+4,481
2389
$318K ﹤0.01%
+42,116
2390
$318K ﹤0.01%
14,770
-522
2391
$316K ﹤0.01%
1,051
-7
2392
$316K ﹤0.01%
29,895
+13,900
2393
$315K ﹤0.01%
17,018
+874
2394
$315K ﹤0.01%
8,932
2395
$314K ﹤0.01%
28,675
+498
2396
$314K ﹤0.01%
21,539
-2,002
2397
$313K ﹤0.01%
5,002
-6,330
2398
$312K ﹤0.01%
5,497
-2,491
2399
$312K ﹤0.01%
10,358
+1,696
2400
$311K ﹤0.01%
13,467
-11,618
94 95
96
97 98