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
1276
$2.22M 0.01%
131,255
-9,999
1277
$2.21M 0.01%
99,962
+4,207
1278
$2.2M 0.01%
30,022
+14,599
1279
$2.2M 0.01%
71,259
-11,585
1280
$2.19M 0.01%
59,919
-16,027
1281
$2.19M 0.01%
95,862
+3,432
1282
$2.19M 0.01%
44,711
-1,279
1283
$2.18M 0.01%
105,994
-2,115
1284
$2.17M 0.01%
13,789
+1,176
1285
$2.17M 0.01%
33,216
-2,173
1286
$2.16M 0.01%
68,773
+6,431
1287
$2.16M 0.01%
53,146
-7,940
1288
$2.16M 0.01%
51,041
-7,533
1289
$2.15M 0.01%
42,012
-32,276
1290
$2.15M 0.01%
113,770
+16,808
1291
$2.14M 0.01%
12,750
-2,653
1292
$2.14M 0.01%
49,607
-4,217
1293
$2.13M 0.01%
64,713
-2,439
1294
$2.13M 0.01%
82,555
-7,594
1295
$2.13M 0.01%
248,139
+164,792
1296
$2.13M 0.01%
9,124
-182
1297
$2.11M 0.01%
28,139
+2,080
1298
$2.11M 0.01%
23,414
-1,711
1299
$2.11M 0.01%
107,532
+10,962
1300
$2.1M 0.01%
430,181
-27,691
50 51
52
53 54