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
1401
$1.87M 0.01%
54,382
-1,344
1402
$1.86M 0.01%
63,421
+25,462
1403
$1.86M 0.01%
32,762
-781
1404
$1.85M 0.01%
9,191
-2,715
1405
$1.85M 0.01%
120,099
-40,234
1406
$1.85M 0.01%
33,328
+318
1407
$1.84M 0.01%
11,545
-456
1408
$1.84M 0.01%
63,720
+1,744
1409
$1.84M 0.01%
52,313
+20,123
1410
$1.83M 0.01%
43,605
-1,123
1411
$1.83M 0.01%
10,761
-3,198
1412
$1.83M 0.01%
26,266
+21,472
1413
$1.83M 0.01%
73,290
-20,910
1414
$1.82M 0.01%
74,927
-2,000
1415
$1.82M 0.01%
71,776
-904
1416
$1.82M 0.01%
99,392
+17,337
1417
$1.82M 0.01%
110,039
-167,717
1418
$1.82M 0.01%
1,371
-1,479
1419
$1.81M 0.01%
3,979
+22
1420
$1.8M 0.01%
65,824
+2,424
1421
$1.79M 0.01%
28,799
-1,657
1422
$1.79M 0.01%
3,168
-39
1423
$1.79M 0.01%
55,052
-21,058
1424
$1.79M 0.01%
32,093
-24,890
1425
$1.79M 0.01%
4,216
-22
55 56
57
58 59