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
726
$5.82M 0.02%
241,798
-38,061
727
$5.8M 0.02%
132,110
-18,340
728
$5.79M 0.02%
139,678
+17,041
729
$5.79M 0.02%
71,779
-56,279
730
$5.78M 0.02%
70,370
+4,324
731
$5.78M 0.02%
45,452
+1,095
732
$5.74M 0.02%
117,436
+2,009
733
$5.74M 0.02%
243,538
-20,331
734
$5.73M 0.02%
54,219
-2,587
735
$5.71M 0.02%
17,961
-1,135
736
$5.7M 0.02%
64,565
+32,470
737
$5.7M 0.02%
181,747
+30,165
738
$5.69M 0.02%
159,515
+10,314
739
$5.68M 0.02%
56,625
-7,594
740
$5.68M 0.02%
42,989
-1,313
741
$5.67M 0.02%
106,035
+76,453
742
$5.67M 0.02%
22,886
+4,114
743
$5.66M 0.02%
95,925
+35,730
744
$5.65M 0.02%
75,327
+6,417
745
$5.65M 0.02%
168,859
-2,440
746
$5.65M 0.02%
32,751
+8,077
747
$5.65M 0.02%
461,107
-129,484
748
$5.64M 0.02%
67,499
+5,050
749
$5.62M 0.02%
48,944
-1,701
750
$5.6M 0.02%
69,108
+2,615
28 29
30
31 32