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
626
$7.26M 0.02%
733,789
-17,452
627
$7.24M 0.02%
177,643
+29,641
628
$7.23M 0.02%
357,520
+23,135
629
$7.21M 0.02%
236,706
+53,138
630
$7.2M 0.02%
35,027
+684
631
$7.18M 0.02%
189,765
+5,557
632
$7.16M 0.02%
84,886
-3,282
633
$7.12M 0.02%
69,568
-16,342
634
$7.11M 0.02%
134,070
-21,427
635
$7.1M 0.02%
213,840
+66,220
636
$7.1M 0.02%
56,221
-535
637
$7.1M 0.02%
234,987
+5,999
638
$7.08M 0.02%
326,034
+48,582
639
$7.08M 0.02%
32,607
-1,650
640
$7.07M 0.02%
26,725
+2,680
641
$7.04M 0.02%
86,471
+985
642
$7.02M 0.02%
114,015
+998
643
$6.99M 0.02%
295,339
+36,525
644
$6.99M 0.02%
109,482
+11,356
645
$6.96M 0.02%
86,347
-7,579
646
$6.95M 0.02%
170,823
-755
647
$6.95M 0.02%
250,322
+8,956
648
$6.95M 0.02%
63,599
+15,205
649
$6.94M 0.02%
483,240
-35,164
650
$6.94M 0.02%
86,617
+2,456
24 25
26
27 28