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
926
$3.9M 0.01%
15,812
-1,909
927
$3.9M 0.01%
64,953
-976
928
$3.89M 0.01%
55,772
-2,040
929
$3.89M 0.01%
+95,728
930
$3.89M 0.01%
28,229
-438
931
$3.89M 0.01%
22,326
+8,436
932
$3.89M 0.01%
443,128
-25,089
933
$3.88M 0.01%
530,306
+116,131
934
$3.87M 0.01%
3,222
+415
935
$3.86M 0.01%
27,587
+505
936
$3.86M 0.01%
99,458
-2,582
937
$3.85M 0.01%
112,668
+2,029
938
$3.85M 0.01%
153,367
-184,534
939
$3.84M 0.01%
19,710
+5,733
940
$3.83M 0.01%
481,711
+35,474
941
$3.83M 0.01%
+108,542
942
$3.83M 0.01%
80,635
+9,071
943
$3.82M 0.01%
160,730
-722
944
$3.82M 0.01%
113,777
-4,442
945
$3.82M 0.01%
124,039
-12,991
946
$3.82M 0.01%
38,096
+3,975
947
$3.81M 0.01%
83,631
-472
948
$3.81M 0.01%
18,911
+817
949
$3.8M 0.01%
98,891
-42,758
950
$3.77M 0.01%
85,873
+21,898
36 37
38
39 40