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
1376
$1.95M 0.01%
11,277
+776
1377
$1.94M 0.01%
81,304
+288
1378
$1.94M 0.01%
45,062
+1,406
1379
$1.94M 0.01%
25,864
+6,502
1380
$1.93M 0.01%
146,201
+134,801
1381
$1.92M 0.01%
53,756
-1,402
1382
$1.92M 0.01%
233,356
+60,714
1383
$1.92M 0.01%
38,542
-50
1384
$1.92M 0.01%
45,111
+8,709
1385
$1.92M 0.01%
16,410
+4,469
1386
$1.91M 0.01%
28,401
-11,584
1387
$1.91M 0.01%
71,407
-18,537
1388
$1.91M 0.01%
57,339
+1,612
1389
$1.9M 0.01%
38,082
+4,541
1390
$1.9M 0.01%
113,571
+22,911
1391
$1.9M 0.01%
27,542
-16,738
1392
$1.9M 0.01%
33,181
+11,824
1393
$1.9M 0.01%
46,390
+224
1394
$1.9M 0.01%
47,315
-2,948
1395
$1.9M 0.01%
73,937
-2,436
1396
$1.9M 0.01%
102,240
+25,633
1397
$1.9M 0.01%
45,656
-685
1398
$1.88M 0.01%
29,480
-1,978
1399
$1.87M 0.01%
52,543
+2,780
1400
$1.87M 0.01%
96,369
-11,956
54 55
56
57 58