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
1451
$1.72M 0.01%
41,964
-2,527
1452
$1.72M 0.01%
211,757
+5,306
1453
$1.72M 0.01%
16,082
-612
1454
$1.71M 0.01%
30,553
+1,710
1455
$1.71M 0.01%
13,376
-135
1456
$1.7M 0.01%
27,596
-4,323
1457
$1.69M 0.01%
28,684
-11,416
1458
$1.69M 0.01%
6,300
-153
1459
$1.69M 0.01%
33,984
+18,951
1460
$1.68M 0.01%
68,197
+21,010
1461
$1.68M 0.01%
39,503
-9,510
1462
$1.68M 0.01%
198,106
+2,018
1463
$1.68M 0.01%
+44,634
1464
$1.68M 0.01%
46,619
-774
1465
$1.67M 0.01%
45,934
+7,935
1466
$1.67M 0.01%
+63,683
1467
$1.67M 0.01%
31,230
+259
1468
$1.66M 0.01%
69,740
-462
1469
$1.66M 0.01%
28,588
-35,733
1470
$1.65M 0.01%
130,730
+19,987
1471
$1.65M 0.01%
42,155
+13,864
1472
$1.65M 0.01%
79,337
+6,681
1473
$1.64M 0.01%
37,222
-1,594
1474
$1.64M 0.01%
20,789
+8,165
1475
$1.64M 0.01%
45,653
57 58
59
60 61