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
1251
$2.32M 0.01%
55,210
-22,826
1252
$2.32M 0.01%
81,400
+40,807
1253
$2.32M 0.01%
79,205
+1,503
1254
$2.32M 0.01%
19,572
-1,467
1255
$2.31M 0.01%
18,603
+3,351
1256
$2.31M 0.01%
63,687
-971
1257
$2.31M 0.01%
25,399
-2,475
1258
$2.3M 0.01%
101,463
-4,471
1259
$2.3M 0.01%
43,191
-4,092
1260
$2.3M 0.01%
56,484
-4,861
1261
$2.3M 0.01%
135,980
-5,651
1262
$2.29M 0.01%
55,371
-38,600
1263
$2.28M 0.01%
59,402
-8,609
1264
$2.27M 0.01%
17,409
+5,153
1265
$2.26M 0.01%
20,413
+2,580
1266
$2.26M 0.01%
43,762
-1,139
1267
$2.25M 0.01%
21,495
+450
1268
$2.25M 0.01%
60,881
-221
1269
$2.25M 0.01%
76,468
-4,947
1270
$2.24M 0.01%
16,491
+1,928
1271
$2.24M 0.01%
99,915
+15,795
1272
$2.24M 0.01%
154,777
+4,794
1273
$2.23M 0.01%
408,182
+54,160
1274
$2.23M 0.01%
956,263
-150,024
1275
$2.23M 0.01%
72,293
-16,722
49 50
51
52 53