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
2426
$302K ﹤0.01%
+1,468
2427
$301K ﹤0.01%
3,703
2428
$300K ﹤0.01%
17,777
-2,250
2429
$300K ﹤0.01%
910
-342
2430
$300K ﹤0.01%
13,082
+2,346
2431
$299K ﹤0.01%
13,542
-5,044
2432
$299K ﹤0.01%
+8,815
2433
$299K ﹤0.01%
20,195
+1,160
2434
$299K ﹤0.01%
+10,108
2435
$299K ﹤0.01%
+1,064
2436
$297K ﹤0.01%
+13,000
2437
$297K ﹤0.01%
13,959
+941
2438
$296K ﹤0.01%
3,876
+62
2439
$296K ﹤0.01%
5,327
+874
2440
$296K ﹤0.01%
3,540
-794
2441
$296K ﹤0.01%
3,278
-48
2442
$296K ﹤0.01%
30,744
+5,682
2443
$296K ﹤0.01%
7,244
-14
2444
$296K ﹤0.01%
+10,510
2445
$296K ﹤0.01%
11,019
-1,495
2446
$294K ﹤0.01%
25,214
+3,953
2447
$294K ﹤0.01%
12,501
-501
2448
$294K ﹤0.01%
27,286
-1,130
2449
$294K ﹤0.01%
9,873
-1,915
2450
$293K ﹤0.01%
55,456
-7,800
96 97
98
99 100