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
2451
$292K ﹤0.01%
6,840
-729
2452
$291K ﹤0.01%
+14,464
2453
$291K ﹤0.01%
8,718
-1,517
2454
$291K ﹤0.01%
26,575
+8,867
2455
$291K ﹤0.01%
5,773
-981
2456
$291K ﹤0.01%
22,328
-799
2457
$291K ﹤0.01%
11,383
-376
2458
$290K ﹤0.01%
7,029
-461
2459
$290K ﹤0.01%
27,162
+576
2460
$288K ﹤0.01%
+10,679
2461
$288K ﹤0.01%
+28,900
2462
$287K ﹤0.01%
+17,740
2463
$287K ﹤0.01%
4,341
-14
2464
$287K ﹤0.01%
12,920
-5,051
2465
$287K ﹤0.01%
9,194
+837
2466
$286K ﹤0.01%
16,579
+12
2467
$286K ﹤0.01%
37,835
+23,653
2468
$286K ﹤0.01%
7,387
+1,274
2469
$285K ﹤0.01%
9,979
-6,249
2470
$285K ﹤0.01%
7,001
-165
2471
$284K ﹤0.01%
12,209
-200
2472
$284K ﹤0.01%
9,217
+200
2473
$283K ﹤0.01%
9,842
2474
$283K ﹤0.01%
16,348
-1,797
2475
$282K ﹤0.01%
14,373
+11
97 98
99
100 101