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
1226
$2.41M 0.01%
28,555
+992
1227
$2.41M 0.01%
94,962
-6,327
1228
$2.4M 0.01%
98,106
-20,673
1229
$2.4M 0.01%
99,757
+13,342
1230
$2.38M 0.01%
51,892
+5,904
1231
$2.38M 0.01%
45,452
+1,470
1232
$2.37M 0.01%
34,508
-50,178
1233
$2.37M 0.01%
49,575
+2,889
1234
$2.37M 0.01%
55,754
-2,646
1235
$2.37M 0.01%
164,392
+10,594
1236
$2.36M 0.01%
97,830
+40,556
1237
$2.36M 0.01%
66,027
-2,687
1238
$2.36M 0.01%
164,804
-6,359
1239
$2.36M 0.01%
110,504
+45,577
1240
$2.36M 0.01%
63,931
-5,671
1241
$2.35M 0.01%
219,391
+9,075
1242
$2.35M 0.01%
423,222
-2,916
1243
$2.35M 0.01%
92,082
-38,996
1244
$2.35M 0.01%
101,497
+4,616
1245
$2.35M 0.01%
10,075
+92
1246
$2.35M 0.01%
5,035
-497
1247
$2.34M 0.01%
20,313
-566
1248
$2.34M 0.01%
25,716
-18,712
1249
$2.33M 0.01%
101,468
+5,530
1250
$2.33M 0.01%
207,895
-48,846
48 49
50
51 52