Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
1
$652M 3.38%
5,021,071
-148,638
2
$575M 2.98%
1,637,567
+10,954
3
$380M 1.97%
990,308
+157,482
4
$318M 1.65%
6,150,178
-183,850
5
$289M 1.5%
1,084,822
+10,645
6
$274M 1.42%
1,140,825
+423
7
$248M 1.29%
1,296,008
+56,243
8
$190M 0.99%
2,266,109
-36,836
9
$184M 0.95%
481,096
+37,499
10
$163M 0.85%
3,436,799
-160,906
11
$160M 0.83%
517,006
-2,928
12
$155M 0.8%
1,021,223
-81,957
13
$151M 0.79%
2,108,489
-141,831
14
$146M 0.76%
3,667,098
-161,204
15
$142M 0.74%
5,649,633
+429,864
16
$130M 0.68%
928,033
+86,013
17
$127M 0.66%
1,386,098
-20,853
18
$120M 0.62%
1,599,816
-102,515
19
$117M 0.61%
2,539,114
+623,961
20
$117M 0.61%
1,628,582
-9,452
21
$116M 0.6%
1,075,299
+359,380
22
$114M 0.59%
2,728,115
+180,778
23
$110M 0.57%
998,037
+20,413
24
$109M 0.57%
1,456,483
-25,644
25
$102M 0.53%
1,259,458
+19,606
1
2 3 4 5