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
1126
$2.86M 0.01%
59,086
+22,847
1127
$2.86M 0.01%
85,857
+3,559
1128
$2.86M 0.01%
96,212
+18,782
1129
$2.85M 0.01%
16,231
+695
1130
$2.85M 0.01%
90,709
+5,935
1131
$2.84M 0.01%
60,937
-45,157
1132
$2.84M 0.01%
32,888
+567
1133
$2.83M 0.01%
62,279
-4,161
1134
$2.83M 0.01%
14,311
-1,413
1135
$2.83M 0.01%
46,708
+593
1136
$2.83M 0.01%
9,179
+2,211
1137
$2.83M 0.01%
173,028
+6,146
1138
$2.83M 0.01%
74,456
-21,736
1139
$2.82M 0.01%
28,785
+82
1140
$2.81M 0.01%
76,063
-60,495
1141
$2.81M 0.01%
19,487
+907
1142
$2.81M 0.01%
97,299
-10,747
1143
$2.81M 0.01%
73,775
+17,209
1144
$2.8M 0.01%
95,459
+15,815
1145
$2.8M 0.01%
464,097
-4,315
1146
$2.79M 0.01%
214,543
-546
1147
$2.79M 0.01%
33,676
-8,111
1148
$2.79M 0.01%
102,973
+67,670
1149
$2.79M 0.01%
34,243
+1,173
1150
$2.79M 0.01%
241,993
+6,282
44 45
46
47 48