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
551
$8.99M 0.03%
4,609
+659
552
$8.98M 0.03%
189,110
-14,307
553
$8.9M 0.03%
184,416
+52,433
554
$8.89M 0.03%
859,402
-46,517
555
$8.89M 0.03%
212,548
-49,607
556
$8.84M 0.03%
439,581
+8,458
557
$8.79M 0.03%
36,922
-1,003
558
$8.79M 0.03%
72,710
+5,784
559
$8.74M 0.03%
363,391
+91,204
560
$8.69M 0.03%
86,439
+26,446
561
$8.68M 0.03%
110,695
+800
562
$8.64M 0.03%
67,580
-1,650
563
$8.63M 0.03%
459,951
-36,075
564
$8.61M 0.03%
331,541
+12,311
565
$8.57M 0.03%
14,104
-596
566
$8.57M 0.03%
102,318
+991
567
$8.56M 0.03%
111,631
-65,761
568
$8.56M 0.03%
412,553
+8,290
569
$8.5M 0.03%
19,411
-2,184
570
$8.47M 0.03%
215,217
-33,854
571
$8.45M 0.03%
114,965
+25,966
572
$8.43M 0.03%
205,468
+115,243
573
$8.43M 0.03%
140,973
+15,960
574
$8.37M 0.03%
2,195
-60
575
$8.32M 0.03%
166,893
-30,312
21 22
23
24 25