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
901
$4.11M 0.01%
20,708
-3,226
902
$4.08M 0.01%
54,769
+39,140
903
$4.08M 0.01%
174,085
-16,657
904
$4.08M 0.01%
50,093
+1,251
905
$4.07M 0.01%
122,420
+104,013
906
$4.07M 0.01%
38,788
+703
907
$4.06M 0.01%
19,742
+10
908
$4.04M 0.01%
22,629
+936
909
$4.03M 0.01%
198,953
+126,166
910
$4.03M 0.01%
23,596
-6,538
911
$4.01M 0.01%
131,743
-132,425
912
$4M 0.01%
125,105
+6,193
913
$3.99M 0.01%
43,433
+1,214
914
$3.99M 0.01%
82,571
+16,902
915
$3.99M 0.01%
264,110
+7,546
916
$3.97M 0.01%
40,549
-1,709
917
$3.96M 0.01%
10,700
+6,361
918
$3.95M 0.01%
71,301
+5,529
919
$3.94M 0.01%
158,693
+359
920
$3.94M 0.01%
93,097
+1,356
921
$3.92M 0.01%
25,984
-2,741
922
$3.92M 0.01%
382,861
-14,516
923
$3.92M 0.01%
66,906
+28,932
924
$3.91M 0.01%
75,890
+1,655
925
$3.9M 0.01%
11,459
+2,976
35 36
37
38 39