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
776
$5.28M 0.02%
31,061
-346
777
$5.28M 0.02%
99,916
+80,999
778
$5.26M 0.02%
179,703
+15,288
779
$5.24M 0.02%
87,166
-3,249
780
$5.24M 0.02%
99,673
+37,335
781
$5.22M 0.02%
87,674
+731
782
$5.22M 0.02%
62,916
+1,100
783
$5.21M 0.02%
143,226
+7,620
784
$5.19M 0.02%
39,877
+455
785
$5.19M 0.02%
345,744
-5,710
786
$5.18M 0.02%
213,592
-34,957
787
$5.16M 0.02%
158,547
-26,346
788
$5.15M 0.02%
212,873
+45,899
789
$5.14M 0.02%
41,113
-288
790
$5.14M 0.02%
199,048
+55,204
791
$5.09M 0.02%
53,288
+21,954
792
$5.07M 0.02%
106,732
-25,040
793
$5.07M 0.02%
99,180
+11,213
794
$5.05M 0.02%
219,148
-19,977
795
$5.04M 0.02%
31,551
+5,371
796
$5.04M 0.02%
79,469
-16,922
797
$5.04M 0.02%
28,571
+38
798
$5.04M 0.02%
187,312
-11,267
799
$5.03M 0.02%
5,095
+256
800
$5.03M 0.02%
80,194
-62,893
30 31
32
33 34