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
651
$6.93M 0.02%
+237,470
652
$6.92M 0.02%
180,818
+20,513
653
$6.89M 0.02%
97,336
+1,065
654
$6.86M 0.02%
62,314
+18
655
$6.86M 0.02%
95,247
+47
656
$6.85M 0.02%
195,935
-3,884
657
$6.84M 0.02%
62,168
-18,522
658
$6.84M 0.02%
74,073
+1,140
659
$6.84M 0.02%
239,198
+34,292
660
$6.83M 0.02%
79,480
-21,902
661
$6.82M 0.02%
94,994
+2,090
662
$6.71M 0.02%
78,470
+15,892
663
$6.7M 0.02%
49,679
+7,186
664
$6.65M 0.02%
25,105
+7,778
665
$6.6M 0.02%
91,355
+26,154
666
$6.58M 0.02%
58,897
-462
667
$6.57M 0.02%
454,333
+18,799
668
$6.57M 0.02%
112,770
+15,196
669
$6.57M 0.02%
323,759
+10,705
670
$6.56M 0.02%
42,978
+16,118
671
$6.52M 0.02%
37,869
+7,073
672
$6.52M 0.02%
58,465
-46,462
673
$6.48M 0.02%
77,278
+4,866
674
$6.47M 0.02%
77,651
-21,198
675
$6.44M 0.02%
117,620
-8,050
25 26
27
28 29