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
951
$3.77M 0.01%
153,113
-107,160
952
$3.75M 0.01%
89,080
+3,681
953
$3.75M 0.01%
6,367
+289
954
$3.75M 0.01%
78,715
-3,121
955
$3.75M 0.01%
66,633
-1,108
956
$3.73M 0.01%
122,814
+2,486
957
$3.72M 0.01%
42,327
+7,700
958
$3.71M 0.01%
306,880
+7,105
959
$3.71M 0.01%
61,155
-1,124
960
$3.68M 0.01%
118,128
+4,632
961
$3.67M 0.01%
56,011
-5,681
962
$3.67M 0.01%
73,229
-4,666
963
$3.67M 0.01%
96,337
-17,676
964
$3.66M 0.01%
36,608
-3,712
965
$3.65M 0.01%
92,272
+10,718
966
$3.65M 0.01%
68,244
+22,207
967
$3.64M 0.01%
68,062
+3,621
968
$3.64M 0.01%
66,910
+25,455
969
$3.64M 0.01%
85,794
+4,976
970
$3.62M 0.01%
107,674
+5,894
971
$3.62M 0.01%
30,263
-4,908
972
$3.62M 0.01%
69,904
+11,613
973
$3.61M 0.01%
28,497
+2,300
974
$3.61M 0.01%
60,786
+9,112
975
$3.6M 0.01%
272,239
+3,145
37 38
39
40 41