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
826
$4.83M 0.02%
59,542
-5,860
827
$4.79M 0.02%
101,200
+1,924
828
$4.77M 0.02%
153,074
+26,187
829
$4.75M 0.02%
59,736
-4,196
830
$4.74M 0.02%
47,775
+18,803
831
$4.74M 0.02%
15,819
-4,240
832
$4.73M 0.02%
34,561
-9,960
833
$4.72M 0.02%
65,107
-9,974
834
$4.7M 0.02%
8,543
+1,179
835
$4.69M 0.02%
200,580
+2,179
836
$4.69M 0.02%
113,729
-4,277
837
$4.68M 0.02%
18,323
-5,460
838
$4.67M 0.02%
45,095
-22,946
839
$4.67M 0.02%
73,215
-1,560
840
$4.66M 0.02%
193,154
+10,628
841
$4.64M 0.02%
415,300
+11,179
842
$4.63M 0.02%
59,734
+51,688
843
$4.62M 0.02%
184,404
-6,592
844
$4.62M 0.02%
29,861
+1,157
845
$4.62M 0.02%
31,103
+1,999
846
$4.61M 0.02%
178,363
+162,588
847
$4.6M 0.02%
60,680
-2,617
848
$4.6M 0.02%
102,827
-3,744
849
$4.6M 0.02%
27,690
-686
850
$4.6M 0.02%
122,007
+77,302
32 33
34
35 36