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
876
$4.41M 0.01%
233,941
+19,476
877
$4.41M 0.01%
88,222
+196
878
$4.4M 0.01%
38,098
+291
879
$4.4M 0.01%
119,556
+103,465
880
$4.39M 0.01%
230,445
+5,758
881
$4.39M 0.01%
58,121
-1,706
882
$4.35M 0.01%
33,532
+3,465
883
$4.32M 0.01%
120,503
+17,562
884
$4.3M 0.01%
74,724
+11,745
885
$4.28M 0.01%
95,446
+5,443
886
$4.28M 0.01%
107,181
+1,378
887
$4.28M 0.01%
42,163
-44,675
888
$4.26M 0.01%
55,425
-1,211
889
$4.26M 0.01%
29,074
+563
890
$4.26M 0.01%
93,686
-3,883
891
$4.24M 0.01%
143,727
+83,426
892
$4.23M 0.01%
85,518
-5,907
893
$4.22M 0.01%
109,908
+41,606
894
$4.17M 0.01%
155,867
+75,711
895
$4.16M 0.01%
116,782
-4,657
896
$4.14M 0.01%
84,795
+176
897
$4.12M 0.01%
66,402
+8,616
898
$4.12M 0.01%
107,476
-821
899
$4.12M 0.01%
158,384
+16,270
900
$4.11M 0.01%
56,463
+6,596
34 35
36
37 38