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
401
$13.8M 0.05%
213,291
+36,088
402
$13.7M 0.05%
96,628
+9,808
403
$13.6M 0.05%
178,191
-6,960
404
$13.6M 0.05%
137,177
+728
405
$13.5M 0.05%
148,988
+31,307
406
$13.4M 0.05%
120,957
+28,503
407
$13.4M 0.05%
115,914
-1,865
408
$13.4M 0.05%
367,854
-38,991
409
$13.4M 0.05%
171,467
-20,527
410
$13.4M 0.05%
470,454
-63,054
411
$13.3M 0.04%
195,871
-4,663
412
$13.2M 0.04%
221,336
+25,263
413
$13.2M 0.04%
116,713
+4,870
414
$13.1M 0.04%
559,360
-26,523
415
$13M 0.04%
19,601
+1,394
416
$13M 0.04%
251,757
+6,568
417
$12.9M 0.04%
43,619
-192
418
$12.8M 0.04%
142,201
+24,170
419
$12.7M 0.04%
41,579
+1,597
420
$12.7M 0.04%
557,385
-9,077
421
$12.6M 0.04%
85,766
+44,246
422
$12.6M 0.04%
173,651
-60,025
423
$12.6M 0.04%
264,102
-17,283
424
$12.5M 0.04%
49,226
+4,581
425
$12.5M 0.04%
235,591
-31,086
15 16
17
18 19