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
476
$10.8M 0.04%
99,333
-473
477
$10.8M 0.04%
84,263
-4,672
478
$10.8M 0.04%
214,169
+19,922
479
$10.7M 0.04%
111,556
-87,357
480
$10.7M 0.04%
347,066
+40,638
481
$10.7M 0.04%
280,109
+53,768
482
$10.7M 0.04%
109,395
+18,903
483
$10.7M 0.04%
33,987
+1,678
484
$10.7M 0.04%
502,179
+251,049
485
$10.6M 0.04%
505,367
+105,429
486
$10.6M 0.04%
183,505
+3,278
487
$10.6M 0.04%
281,546
+81,725
488
$10.5M 0.04%
394,236
-46,146
489
$10.5M 0.04%
113,856
-27,363
490
$10.4M 0.04%
20,361
+119
491
$10.4M 0.04%
141,292
+31,586
492
$10.4M 0.04%
49,692
-2,552
493
$10.4M 0.04%
92,280
+611
494
$10.4M 0.04%
184,170
+7,217
495
$10.4M 0.03%
37,233
-9,988
496
$10.3M 0.03%
144,821
+4,641
497
$10.3M 0.03%
98,554
+4,553
498
$10.2M 0.03%
92,643
+13,755
499
$10.2M 0.03%
41,807
-287
500
$10.2M 0.03%
206,216
+7,746
18 19
20
21 22