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
1201
$2.52M 0.01%
21,047
-798
1202
$2.51M 0.01%
20,289
-429
1203
$2.51M 0.01%
16,545
-830
1204
$2.5M 0.01%
20,010
+3,131
1205
$2.49M 0.01%
67,337
+6,197
1206
$2.49M 0.01%
12,420
+1,679
1207
$2.49M 0.01%
13,096
+621
1208
$2.49M 0.01%
29,301
-2,916
1209
$2.49M 0.01%
3,920
-410
1210
$2.48M 0.01%
61,373
-403
1211
$2.48M 0.01%
10,187
+4,204
1212
$2.48M 0.01%
71,976
-4,490
1213
$2.48M 0.01%
38,910
-1,321
1214
$2.48M 0.01%
17,540
+192
1215
$2.47M 0.01%
18,796
+17,247
1216
$2.47M 0.01%
55,375
-4,482
1217
$2.46M 0.01%
88,190
+76,137
1218
$2.46M 0.01%
53,484
+3,867
1219
$2.44M 0.01%
116,390
+27,094
1220
$2.43M 0.01%
65,382
-3,660
1221
$2.43M 0.01%
26,359
+1,385
1222
$2.43M 0.01%
113,226
+33,382
1223
$2.43M 0.01%
+28,933
1224
$2.42M 0.01%
7,656
+6,461
1225
$2.41M 0.01%
109,186
-20,284
47 48
49
50 51