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
$29.6B
AUM Growth
-$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,681
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$32.1M
3
+$29M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$20.4M
5
GLD icon
SPDR Gold Trust
GLD
+$19.6M

Top Sells

1
+$53.3M
2
+$41.8M
3
+$40M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$26.8M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$23.5M

Sector Composition

1 Technology 10.67%
2 Financials 5.49%
3 Consumer Discretionary 3.63%
4 Healthcare 3.13%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$21M 0.07%
94,611
+2,250
277
$21M 0.07%
300,242
-3,628
278
$20.9M 0.07%
455,153
+22,795
279
$20.9M 0.07%
571,548
+52,039
280
$20.7M 0.07%
507,130
+61
281
$20.7M 0.07%
1,175,031
-250,524
282
$20.6M 0.07%
104,485
+4,630
283
$20.5M 0.07%
358,481
-73,880
284
$20.4M 0.07%
518,012
+33,439
285
$20.4M 0.07%
265,839
+7,825
286
$20.3M 0.07%
796,659
+40,793
287
$20.3M 0.07%
883,438
+80,806
288
$20.3M 0.07%
1,489,201
+1,053,321
289
$20M 0.07%
169,527
-10,774
290
$19.9M 0.07%
434,860
+55,739
291
$19.8M 0.07%
123,323
-12,385
292
$19.8M 0.07%
169,620
-43,425
293
$19.5M 0.07%
68,787
+3,787
294
$19.4M 0.07%
874,788
-9,288
295
$19.2M 0.06%
54,881
+430
296
$19.1M 0.06%
164,055
+15,825
297
$19M 0.06%
884,945
-26,183
298
$19M 0.06%
38,154
+691
299
$19M 0.06%
468,325
-21,863
300
$18.9M 0.06%
156,404
+10,575
10 11
12
13 14