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
976
$3.6M 0.01%
82,559
+70,907
977
$3.59M 0.01%
142,121
+37,498
978
$3.58M 0.01%
143,141
-9,234
979
$3.57M 0.01%
126,913
-16,619
980
$3.57M 0.01%
76,952
+10,837
981
$3.57M 0.01%
134,592
+3,096
982
$3.56M 0.01%
13,617
+229
983
$3.56M 0.01%
69,141
-79,692
984
$3.56M 0.01%
31,429
+3,284
985
$3.56M 0.01%
46,011
-9,262
986
$3.53M 0.01%
160,094
+47,937
987
$3.53M 0.01%
1,114,528
+136,344
988
$3.53M 0.01%
36,289
+13,904
989
$3.53M 0.01%
69,807
-79,095
990
$3.53M 0.01%
90,852
-3,625
991
$3.52M 0.01%
49,475
-52,739
992
$3.52M 0.01%
93,462
+4,976
993
$3.51M 0.01%
41,233
-48,427
994
$3.51M 0.01%
72,083
+14,714
995
$3.5M 0.01%
19,333
-255
996
$3.5M 0.01%
111,531
-1,257
997
$3.5M 0.01%
278,629
+44,363
998
$3.5M 0.01%
259,885
-43,621
999
$3.49M 0.01%
44,845
+2,050
1000
$3.49M 0.01%
53,899
-5,801
38 39
40
41 42