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
1351
$1.99M 0.01%
66,418
+3,426
1352
$1.99M 0.01%
84,874
+4,895
1353
$1.99M 0.01%
37,199
-150
1354
$1.99M 0.01%
40,267
-1,243
1355
$1.98M 0.01%
23,738
+4,134
1356
$1.98M 0.01%
32,056
+528
1357
$1.98M 0.01%
536,356
-20,700
1358
$1.98M 0.01%
81,740
-367
1359
$1.98M 0.01%
33,929
-2,087
1360
$1.98M 0.01%
207,157
-13,984
1361
$1.97M 0.01%
5,384
-1,390
1362
$1.97M 0.01%
514,815
-26,000
1363
$1.97M 0.01%
114,155
+5,368
1364
$1.97M 0.01%
65,415
-2,473
1365
$1.97M 0.01%
84,358
-1,379
1366
$1.97M 0.01%
54,107
+2,906
1367
$1.96M 0.01%
49,739
-48,823
1368
$1.96M 0.01%
78,218
-294
1369
$1.96M 0.01%
19,737
-2,810
1370
$1.96M 0.01%
50,654
+6,257
1371
$1.96M 0.01%
40,869
+8,041
1372
$1.95M 0.01%
94,117
+839
1373
$1.95M 0.01%
170,890
-44,716
1374
$1.95M 0.01%
65,958
-3,370
1375
$1.95M 0.01%
4,639
-562
53 54
55
56 57