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
1476
$1.64M 0.01%
79,240
+237
1477
$1.63M 0.01%
21,248
+5,099
1478
$1.63M 0.01%
40,318
+1,804
1479
$1.63M 0.01%
29,735
+2,055
1480
$1.63M 0.01%
35,778
-1,865
1481
$1.63M 0.01%
45,936
-5,589
1482
$1.62M 0.01%
229,657
+3,096
1483
$1.62M 0.01%
45,517
+8,009
1484
$1.62M 0.01%
20,557
+964
1485
$1.62M 0.01%
25,740
+9,897
1486
$1.61M 0.01%
27,663
-2,621
1487
$1.61M 0.01%
36,570
-95,574
1488
$1.61M 0.01%
1,306
+97
1489
$1.61M 0.01%
22,864
-1,129
1490
$1.61M 0.01%
16,317
+1,358
1491
$1.61M 0.01%
+74,093
1492
$1.6M 0.01%
31,385
+15,371
1493
$1.6M 0.01%
53,369
+40,431
1494
$1.59M 0.01%
60,103
+18,188
1495
$1.59M 0.01%
12,425
-275
1496
$1.58M 0.01%
51,617
-1,145
1497
$1.58M 0.01%
56,286
+12,219
1498
$1.58M 0.01%
47,588
+2,409
1499
$1.58M 0.01%
143,111
-283
1500
$1.58M 0.01%
45,000
-1,265
58 59
60
61 62