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
1176
$2.64M 0.01%
68,778
+3,810
1177
$2.64M 0.01%
64,699
+2,238
1178
$2.64M 0.01%
41,418
+15,446
1179
$2.63M 0.01%
86,657
+10,295
1180
$2.63M 0.01%
49,320
+1,680
1181
$2.62M 0.01%
12,768
+1,665
1182
$2.62M 0.01%
37,575
-3,030
1183
$2.61M 0.01%
+9,777
1184
$2.61M 0.01%
55,444
+2,081
1185
$2.61M 0.01%
66,218
+9,744
1186
$2.6M 0.01%
13,527
-1,782
1187
$2.59M 0.01%
42,786
-13,705
1188
$2.59M 0.01%
31,723
+14,118
1189
$2.59M 0.01%
36,898
+9,974
1190
$2.58M 0.01%
69,494
+21,290
1191
$2.58M 0.01%
22,565
-891
1192
$2.57M 0.01%
83,141
+32,140
1193
$2.57M 0.01%
1,858
-3,995
1194
$2.55M 0.01%
53,758
+11,394
1195
$2.55M 0.01%
312,908
+32,968
1196
$2.54M 0.01%
106,140
+4,034
1197
$2.54M 0.01%
41,213
+2,322
1198
$2.54M 0.01%
350
+44
1199
$2.53M 0.01%
50,541
+868
1200
$2.52M 0.01%
51,455
-1,316
46 47
48
49 50