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
1326
$2.04M 0.01%
81,137
+24,514
1327
$2.04M 0.01%
+85,311
1328
$2.04M 0.01%
66,602
-1,743
1329
$2.03M 0.01%
+31,663
1330
$2.03M 0.01%
73,856
-31,711
1331
$2.03M 0.01%
55,194
+21,986
1332
$2.03M 0.01%
8,951
+431
1333
$2.03M 0.01%
93,413
+14,185
1334
$2.02M 0.01%
32,176
-418
1335
$2.02M 0.01%
163,498
-41,286
1336
$2.02M 0.01%
43,062
+22,432
1337
$2.02M 0.01%
89,680
-6,625
1338
$2.02M 0.01%
80,539
+9,704
1339
$2.02M 0.01%
13,580
+68
1340
$2.01M 0.01%
97,615
-221
1341
$2.01M 0.01%
11,409
+56
1342
$2.01M 0.01%
+39,961
1343
$2.01M 0.01%
31,176
-4,820
1344
$2.01M 0.01%
90,808
-4,570
1345
$2M 0.01%
95,574
+14,650
1346
$2M 0.01%
29,287
-78
1347
$2M 0.01%
342,128
+10,185
1348
$2M 0.01%
17,864
+2,706
1349
$1.99M 0.01%
338,050
+9,938
1350
$1.99M 0.01%
18,747
+13,332
52 53
54
55 56