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
76
$70.8M 0.24%
805,108
-123,193
77
$69.8M 0.24%
2,467,363
+91,688
78
$67.7M 0.23%
883,966
+31,118
79
$67.6M 0.23%
671,770
-529,086
80
$66M 0.22%
265,567
+6,304
81
$65.2M 0.22%
647,561
+32,005
82
$64.9M 0.22%
1,085,250
+46,237
83
$64.3M 0.22%
2,267,907
+124,157
84
$64.1M 0.22%
1,412,266
+59,519
85
$64M 0.22%
1,276,221
+131,265
86
$63.9M 0.22%
1,095,079
+39,161
87
$63.1M 0.21%
150,308
+19,138
88
$62.1M 0.21%
118,560
+2,929
89
$61.9M 0.21%
1,222,045
+4,931
90
$61.5M 0.21%
2,786,441
-281,429
91
$60.7M 0.2%
184,152
-1,568
92
$60.7M 0.2%
982,995
-21,159
93
$60.1M 0.2%
192,380
+10,188
94
$58.1M 0.2%
1,154,000
-293,452
95
$58M 0.2%
1,270,657
-190,720
96
$57.4M 0.19%
713,967
+32,930
97
$57M 0.19%
2,367,177
+66,054
98
$56.4M 0.19%
507,517
+261,091
99
$55.9M 0.19%
383,047
+40,383
100
$55.5M 0.19%
813,423
+218,355
2 3
4
5 6