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
2401
$311K ﹤0.01%
20,451
+1,291
2402
$310K ﹤0.01%
10,578
+1,111
2403
$310K ﹤0.01%
1,920
+60
2404
$310K ﹤0.01%
+13,220
2405
$309K ﹤0.01%
14,112
-2,786
2406
$309K ﹤0.01%
3,625
-727
2407
$309K ﹤0.01%
10,858
+930
2408
$309K ﹤0.01%
40,754
+26,550
2409
$309K ﹤0.01%
5,863
-1,140
2410
$308K ﹤0.01%
13,800
-1,568
2411
$308K ﹤0.01%
8,659
-424
2412
$308K ﹤0.01%
11,321
+1,730
2413
$307K ﹤0.01%
18,026
+2,200
2414
$307K ﹤0.01%
11,169
-1,129
2415
$307K ﹤0.01%
10,045
-2,836
2416
$306K ﹤0.01%
2,684
-658
2417
$306K ﹤0.01%
29,429
+6,628
2418
$306K ﹤0.01%
10,068
-1,137
2419
$306K ﹤0.01%
21,582
+2,797
2420
$305K ﹤0.01%
32,844
+504
2421
$305K ﹤0.01%
1,077
-43
2422
$304K ﹤0.01%
76,949
-500
2423
$304K ﹤0.01%
4,021
-91
2424
$304K ﹤0.01%
22,978
-8,776
2425
$303K ﹤0.01%
21,337
+1,352
95 96
97
98 99