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
451
$11.6M 0.04%
66,243
+4,419
452
$11.6M 0.04%
119,952
+8,493
453
$11.6M 0.04%
232,769
+30,992
454
$11.5M 0.04%
99,806
-840
455
$11.5M 0.04%
190,206
-98,681
456
$11.5M 0.04%
18,343
-957
457
$11.4M 0.04%
228,978
+5,757
458
$11.4M 0.04%
382,266
+53,481
459
$11.3M 0.04%
300,438
-44,356
460
$11.3M 0.04%
225,243
-40,373
461
$11.3M 0.04%
34,704
+683
462
$11.3M 0.04%
120,238
-5,053
463
$11.3M 0.04%
369,865
-61,628
464
$11.3M 0.04%
158,492
+15,238
465
$11.2M 0.04%
171,640
-9,186
466
$11.2M 0.04%
216,534
-191
467
$11.2M 0.04%
160,726
-26,945
468
$11.1M 0.04%
44,725
+829
469
$11M 0.04%
294,858
+44,601
470
$11M 0.04%
518,477
-33,231
471
$11M 0.04%
41,416
-586
472
$11M 0.04%
115,054
+59,446
473
$10.9M 0.04%
250,279
+12,726
474
$10.9M 0.04%
40,839
+2,649
475
$10.9M 0.04%
208,028
+14,143
17 18
19
20 21