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
1426
$1.79M 0.01%
111,757
+26,615
1427
$1.79M 0.01%
6,001
+477
1428
$1.78M 0.01%
66,981
+12,453
1429
$1.78M 0.01%
18,235
-1,119
1430
$1.78M 0.01%
34,115
+426
1431
$1.77M 0.01%
124,521
+3,174
1432
$1.77M 0.01%
29,563
+340
1433
$1.77M 0.01%
80,522
+70,218
1434
$1.76M 0.01%
12,802
+711
1435
$1.75M 0.01%
121,151
-10,699
1436
$1.75M 0.01%
93,122
+281
1437
$1.75M 0.01%
135,176
+16,317
1438
$1.75M 0.01%
86,245
-2,514
1439
$1.74M 0.01%
3,431
-151
1440
$1.74M 0.01%
24,494
-3,541
1441
$1.74M 0.01%
26,265
+6,320
1442
$1.74M 0.01%
43,730
-7,921
1443
$1.73M 0.01%
+90,278
1444
$1.73M 0.01%
113,720
-12,391
1445
$1.73M 0.01%
30,558
+509
1446
$1.73M 0.01%
154,656
-10,017
1447
$1.73M 0.01%
79,784
+20,203
1448
$1.72M 0.01%
33,947
+1,039
1449
$1.72M 0.01%
25,035
+90
1450
$1.72M 0.01%
75,732
+7,213
56 57
58
59 60