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
426
$12.4M 0.04%
103,970
+16,234
427
$12.4M 0.04%
431,187
+126,825
428
$12.4M 0.04%
1,979,232
+1,162,247
429
$12.3M 0.04%
272,775
+2,494
430
$12.3M 0.04%
413,623
+377,324
431
$12.3M 0.04%
50,389
-1,452
432
$12.3M 0.04%
137,774
-49,716
433
$12.2M 0.04%
142,256
-1,855
434
$12.1M 0.04%
127,065
-5,595
435
$12.1M 0.04%
314,401
+29,116
436
$12M 0.04%
100,856
+10,978
437
$12M 0.04%
97,524
-827
438
$11.9M 0.04%
387,870
+21,116
439
$11.9M 0.04%
546,412
+55,467
440
$11.9M 0.04%
378,906
+51,311
441
$11.9M 0.04%
115,638
+4,926
442
$11.9M 0.04%
193,260
+132,412
443
$11.8M 0.04%
247,011
+7,656
444
$11.8M 0.04%
120,480
+2,433
445
$11.8M 0.04%
438,649
+129,979
446
$11.7M 0.04%
128,788
+34,453
447
$11.7M 0.04%
109,720
+4,810
448
$11.7M 0.04%
104,725
+2,228
449
$11.7M 0.04%
121,183
-1,690
450
$11.7M 0.04%
17,190
+978
16 17
18
19 20