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
1151
$2.79M 0.01%
290,878
+61,595
1152
$2.78M 0.01%
227,528
-53,618
1153
$2.78M 0.01%
54,917
+8,116
1154
$2.78M 0.01%
345,910
-21,182
1155
$2.78M 0.01%
336,599
-74,254
1156
$2.78M 0.01%
38,424
+9,082
1157
$2.76M 0.01%
84,297
-28,957
1158
$2.76M 0.01%
25,226
-1,683
1159
$2.75M 0.01%
17,402
+1,673
1160
$2.75M 0.01%
130,802
-2,229
1161
$2.74M 0.01%
163,490
+1,320
1162
$2.74M 0.01%
9,486
-208
1163
$2.74M 0.01%
58,290
+3,506
1164
$2.73M 0.01%
14,904
-10,609
1165
$2.73M 0.01%
193,098
+46,744
1166
$2.73M 0.01%
95,395
-4,418
1167
$2.72M 0.01%
66,377
+45,104
1168
$2.72M 0.01%
49,022
-10,685
1169
$2.7M 0.01%
81,465
-23,865
1170
$2.69M 0.01%
9,520
-5,138
1171
$2.69M 0.01%
53,889
+3,561
1172
$2.69M 0.01%
116,761
-2,697
1173
$2.67M 0.01%
95,045
-5,620
1174
$2.66M 0.01%
82,366
+806
1175
$2.66M 0.01%
41,403
-8,553
45 46
47
48 49