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
1301
$2.1M 0.01%
91,756
+50,588
1302
$2.1M 0.01%
81,451
+74,317
1303
$2.09M 0.01%
51,088
-2,582
1304
$2.09M 0.01%
65,731
+5,707
1305
$2.08M 0.01%
108,646
+2,151
1306
$2.08M 0.01%
18,471
-1,939
1307
$2.08M 0.01%
67,447
+8,609
1308
$2.08M 0.01%
49,662
-1,865
1309
$2.08M 0.01%
45,007
-4,978
1310
$2.08M 0.01%
81,765
+6,958
1311
$2.07M 0.01%
90,940
+275
1312
$2.07M 0.01%
89,002
-4,730
1313
$2.07M 0.01%
89,549
+41,027
1314
$2.07M 0.01%
103,693
+8,673
1315
$2.07M 0.01%
34,891
+735
1316
$2.06M 0.01%
28,459
-5,382
1317
$2.06M 0.01%
65,188
+44,455
1318
$2.06M 0.01%
34,601
-3,049
1319
$2.05M 0.01%
103,826
+10,447
1320
$2.05M 0.01%
48,945
-443
1321
$2.05M 0.01%
71,870
+29,870
1322
$2.05M 0.01%
50,670
+18,771
1323
$2.05M 0.01%
147,415
+15,706
1324
$2.04M 0.01%
9,131
-554
1325
$2.04M 0.01%
241,110
+22,792
51 52
53
54 55