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
576
$8.27M 0.03%
66,390
-1,330
577
$8.24M 0.03%
53,435
-948
578
$8.22M 0.03%
165,070
-553
579
$8.21M 0.03%
195,108
-5,630
580
$8.2M 0.03%
32,335
+3,489
581
$8.2M 0.03%
493,966
+31,373
582
$8.18M 0.03%
52,232
+22,881
583
$8.18M 0.03%
296,732
+7,391
584
$8.14M 0.03%
233,197
+11,361
585
$8.13M 0.03%
383,765
+78,110
586
$8.12M 0.03%
106,965
-845
587
$8.11M 0.03%
162,628
+2,132
588
$8.09M 0.03%
158,072
+605
589
$8.04M 0.03%
167,515
+26,328
590
$8.03M 0.03%
18,490
+426
591
$7.98M 0.03%
39,587
-2,664
592
$7.98M 0.03%
244,767
+17,297
593
$7.97M 0.03%
98,715
-11,607
594
$7.92M 0.03%
16,331
+3,750
595
$7.91M 0.03%
38,483
+5,989
596
$7.9M 0.03%
374,408
+3,602
597
$7.89M 0.03%
266,550
+11,649
598
$7.82M 0.03%
295,424
+13,692
599
$7.82M 0.03%
+374,858
600
$7.8M 0.03%
137,941
-1,101
22 23
24
25 26