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
351
$16M 0.05%
538,094
+22,678
352
$16M 0.05%
520,654
+334,695
353
$16M 0.05%
368,951
+25,287
354
$16M 0.05%
784,257
+285,156
355
$15.9M 0.05%
671,580
+21,346
356
$15.9M 0.05%
176,438
+24,777
357
$15.8M 0.05%
153,142
-4,861
358
$15.8M 0.05%
50,778
-761
359
$15.8M 0.05%
287,364
+187
360
$15.8M 0.05%
394,612
+36,508
361
$15.7M 0.05%
1,710,419
-45,549
362
$15.7M 0.05%
802,414
+342,737
363
$15.7M 0.05%
300,012
+29,988
364
$15.7M 0.05%
1,564,674
+65,039
365
$15.6M 0.05%
308,550
-22,831
366
$15.6M 0.05%
586,530
+107,908
367
$15.5M 0.05%
383,913
+10,588
368
$15.5M 0.05%
23,033
+3,659
369
$15.5M 0.05%
278,285
+44,018
370
$15.5M 0.05%
375,676
+49,377
371
$15.4M 0.05%
76,701
-4,042
372
$15.4M 0.05%
140,864
+11,067
373
$15.3M 0.05%
88,201
-2,442
374
$15.1M 0.05%
102,204
+18,761
375
$15M 0.05%
204,386
-39,501
13 14
15
16 17