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
376
$15M 0.05%
123,431
+3,691
377
$14.8M 0.05%
92,239
+8,049
378
$14.8M 0.05%
144,632
+17,317
379
$14.8M 0.05%
113,789
+8,659
380
$14.7M 0.05%
158,920
-39,389
381
$14.7M 0.05%
27,581
-4,149
382
$14.7M 0.05%
304,328
-5,252
383
$14.6M 0.05%
353,690
+13,886
384
$14.5M 0.05%
33,304
+2,901
385
$14.4M 0.05%
312,551
+33,341
386
$14.4M 0.05%
562,639
+77,254
387
$14.4M 0.05%
184,172
-97,986
388
$14.3M 0.05%
83,479
-2,383
389
$14.2M 0.05%
278,540
+7,970
390
$14.2M 0.05%
163,127
-41,048
391
$14.1M 0.05%
172,154
+104,313
392
$14.1M 0.05%
611,814
+35,621
393
$14M 0.05%
548,810
+34,804
394
$14M 0.05%
218,757
+29,778
395
$14M 0.05%
463,512
+19,593
396
$13.9M 0.05%
211,027
-7,338
397
$13.8M 0.05%
59,674
-3,129
398
$13.8M 0.05%
526,633
+337,158
399
$13.8M 0.05%
342,217
-16,727
400
$13.8M 0.05%
707,681
+242,766
14 15
16
17 18