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
851
$4.59M 0.02%
69,958
+22,293
852
$4.58M 0.02%
186,582
+36,687
853
$4.58M 0.02%
118,184
-2,713
854
$4.57M 0.02%
5,599
+249
855
$4.56M 0.02%
33,113
-59
856
$4.55M 0.02%
+439,721
857
$4.55M 0.02%
90,387
+12,662
858
$4.53M 0.02%
35,936
-6,371
859
$4.52M 0.02%
91,506
+5,833
860
$4.5M 0.02%
41,488
-8,062
861
$4.48M 0.02%
28,455
-1,717
862
$4.47M 0.02%
96,032
-71,536
863
$4.47M 0.02%
123,756
+4,328
864
$4.46M 0.02%
9,337
-835
865
$4.46M 0.02%
132,265
+75,858
866
$4.46M 0.02%
57,388
-9,962
867
$4.45M 0.02%
194,612
+8,503
868
$4.45M 0.02%
169,386
-17,709
869
$4.45M 0.02%
114,627
-3,572
870
$4.45M 0.02%
27,196
+2,015
871
$4.43M 0.02%
92,589
+34,396
872
$4.42M 0.01%
107,603
+29,666
873
$4.42M 0.01%
31,968
-367
874
$4.42M 0.01%
37,946
-1,719
875
$4.42M 0.01%
30,921
+3,298
33 34
35
36 37