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
751
$5.59M 0.02%
437,951
+72,641
752
$5.58M 0.02%
185,255
+5,684
753
$5.56M 0.02%
153,774
+64,388
754
$5.54M 0.02%
85,118
+3,510
755
$5.54M 0.02%
132,533
+8,060
756
$5.54M 0.02%
67,260
+349
757
$5.52M 0.02%
483,728
+30,435
758
$5.51M 0.02%
24,054
+459
759
$5.5M 0.02%
225,769
-17,504
760
$5.49M 0.02%
21,604
-5,690
761
$5.46M 0.02%
170,248
+6,228
762
$5.43M 0.02%
65,949
-3,231
763
$5.41M 0.02%
47,398
-1,297
764
$5.41M 0.02%
233,455
-226,916
765
$5.4M 0.02%
35,251
-306
766
$5.39M 0.02%
15,982
+689
767
$5.38M 0.02%
56,561
-43,839
768
$5.38M 0.02%
222,097
+48,860
769
$5.37M 0.02%
117,063
-71,331
770
$5.37M 0.02%
148,775
+11,197
771
$5.32M 0.02%
210,679
-30,076
772
$5.31M 0.02%
135,511
+25,280
773
$5.31M 0.02%
21,912
+2,270
774
$5.29M 0.02%
10,052
-813
775
$5.29M 0.02%
143,578
-1,834
29 30
31
32 33