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
301
$18.8M 0.06%
321,018
-339
302
$18.8M 0.06%
612,929
-70,520
303
$18.8M 0.06%
4,071
-555
304
$18.7M 0.06%
604,476
+120,192
305
$18.7M 0.06%
414,520
-14,774
306
$18.6M 0.06%
338,062
-599
307
$18.6M 0.06%
313,119
+36,853
308
$18.6M 0.06%
291,324
+15,567
309
$18.6M 0.06%
259,238
+22,157
310
$18.4M 0.06%
390,685
-13,764
311
$18.4M 0.06%
166,943
+18,692
312
$18.1M 0.06%
19,171
+774
313
$18.1M 0.06%
22,747
-1,349
314
$18.1M 0.06%
105,873
-9,994
315
$18M 0.06%
89,356
+18,666
316
$18M 0.06%
611,952
-16,626
317
$18M 0.06%
389,386
+85,366
318
$17.8M 0.06%
680,120
-24,279
319
$17.8M 0.06%
272,556
-7,249
320
$17.8M 0.06%
348,026
+151,190
321
$17.6M 0.06%
521,262
-1,208
322
$17.6M 0.06%
201,966
+10,465
323
$17.5M 0.06%
183,767
-6,009
324
$17.5M 0.06%
127,472
+1,959
325
$17.4M 0.06%
56,942
+7,053
11 12
13
14 15