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
526
$9.61M 0.03%
383,249
+103,769
527
$9.6M 0.03%
72,593
-43,676
528
$9.52M 0.03%
208,035
-1,792
529
$9.49M 0.03%
846,024
-72,560
530
$9.45M 0.03%
78,539
+7,507
531
$9.37M 0.03%
79,811
+5,204
532
$9.37M 0.03%
28,472
-1,391
533
$9.36M 0.03%
188,631
-63,706
534
$9.36M 0.03%
42,998
+2,895
535
$9.33M 0.03%
45,510
-4,204
536
$9.32M 0.03%
137,429
-5,321
537
$9.3M 0.03%
177,557
+32,421
538
$9.29M 0.03%
126,747
-1,943
539
$9.26M 0.03%
267,608
+2,346
540
$9.26M 0.03%
135,976
+3,282
541
$9.19M 0.03%
217,657
+17,630
542
$9.17M 0.03%
69,425
+2,065
543
$9.16M 0.03%
195,205
-2,399
544
$9.16M 0.03%
215,439
+35,421
545
$9.14M 0.03%
231,503
+11,463
546
$9.14M 0.03%
14,879
+14
547
$9.03M 0.03%
39,017
+12,539
548
$9.02M 0.03%
122,259
+9,645
549
$9.02M 0.03%
85,057
+55,956
550
$9M 0.03%
112,137
+5,413
20 21
22
23 24