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
1076
$3.06M 0.01%
66,508
+27,000
1077
$3.06M 0.01%
29,807
-2,570
1078
$3.06M 0.01%
120,656
-4,961
1079
$3.06M 0.01%
83,895
+18,065
1080
$3.06M 0.01%
94,565
+25,440
1081
$3.05M 0.01%
69,873
+1,935
1082
$3.04M 0.01%
63,349
+33,599
1083
$3.04M 0.01%
13,924
-1,079
1084
$3.04M 0.01%
73,438
+1,922
1085
$3.04M 0.01%
9,229
+7,874
1086
$3.03M 0.01%
77,365
+25,988
1087
$3.03M 0.01%
25,410
+725
1088
$3.02M 0.01%
31,942
-1,785
1089
$3.02M 0.01%
63,360
-4,483
1090
$3.02M 0.01%
38,131
+2,241
1091
$3.02M 0.01%
42,330
-12,000
1092
$3.02M 0.01%
69,156
+4,774
1093
$3.02M 0.01%
21,883
-55,296
1094
$3.01M 0.01%
14,489
+1,186
1095
$3.01M 0.01%
258,649
-18,744
1096
$3M 0.01%
35,499
-931
1097
$3M 0.01%
45,973
+4,391
1098
$3M 0.01%
90,144
+20,640
1099
$2.98M 0.01%
19,363
+7,343
1100
$2.98M 0.01%
5,133
+31
42 43
44
45 46