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
326
$17.3M 0.06%
94,343
+7,638
327
$17.3M 0.06%
278,747
+1,321
328
$17.3M 0.06%
219,256
+68,435
329
$17.3M 0.06%
318,321
+27,937
330
$17.2M 0.06%
135,611
-33,469
331
$17.2M 0.06%
210,157
-90,463
332
$17.1M 0.06%
209,215
-4,783
333
$17.1M 0.06%
77,362
-8,958
334
$17.1M 0.06%
117,590
-11,394
335
$17M 0.06%
62,528
-11,353
336
$17M 0.06%
129,668
-16,083
337
$16.9M 0.06%
458,223
-4,421
338
$16.7M 0.06%
845,466
-19,911
339
$16.7M 0.06%
152,407
+22,923
340
$16.7M 0.06%
522,881
+9,928
341
$16.6M 0.06%
582,712
+80,224
342
$16.5M 0.06%
371,982
+10,807
343
$16.4M 0.06%
91,221
-38,886
344
$16.3M 0.06%
69,018
+934
345
$16.3M 0.06%
53,980
-563
346
$16.3M 0.05%
290,422
+10,915
347
$16.3M 0.05%
322,732
+21,889
348
$16.2M 0.05%
32,747
+1,480
349
$16.2M 0.05%
691,095
-47,189
350
$16.1M 0.05%
104,852
+15,715
12 13
14
15 16