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
701
$6.07M 0.02%
300,667
+25,934
702
$6.06M 0.02%
252,815
-25,822
703
$6.05M 0.02%
296,916
+36,647
704
$6.05M 0.02%
83,462
-3,866
705
$6.04M 0.02%
395,880
+6,627
706
$6.04M 0.02%
62,844
+240
707
$6.04M 0.02%
136,532
+9,549
708
$6M 0.02%
80,385
+4,995
709
$5.99M 0.02%
40,625
+1,588
710
$5.99M 0.02%
63,917
+4,697
711
$5.98M 0.02%
92,887
-9,493
712
$5.96M 0.02%
148,412
-4,716
713
$5.95M 0.02%
63,547
+580
714
$5.91M 0.02%
446,142
-24,102
715
$5.91M 0.02%
234,826
+12,368
716
$5.91M 0.02%
79,705
+3,644
717
$5.9M 0.02%
32,884
+4,577
718
$5.89M 0.02%
105,726
-6,291
719
$5.88M 0.02%
70,100
+7,440
720
$5.87M 0.02%
141,906
-3,179
721
$5.87M 0.02%
84,270
+494
722
$5.87M 0.02%
499,202
+27,153
723
$5.86M 0.02%
612,122
+25,494
724
$5.86M 0.02%
128,004
-10,273
725
$5.86M 0.02%
23,020
-3,532
27 28
29
30 31