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
1501
$1.58M 0.01%
379,018
+297,097
1502
$1.57M 0.01%
24,322
+4,369
1503
$1.57M 0.01%
17,845
-13,242
1504
$1.57M 0.01%
58,208
+10,165
1505
$1.57M 0.01%
21,031
+869
1506
$1.57M 0.01%
75,344
+17,008
1507
$1.57M 0.01%
46,543
-21,254
1508
$1.57M 0.01%
1,004,365
+80,058
1509
$1.56M 0.01%
27,022
-6,925
1510
$1.56M 0.01%
48,901
-182
1511
$1.56M 0.01%
421,383
+14,935
1512
$1.56M 0.01%
17,125
-3,999
1513
$1.56M 0.01%
77,770
-37,036
1514
$1.56M 0.01%
6,851
-564
1515
$1.56M 0.01%
18,376
-781
1516
$1.56M 0.01%
26,830
-2,550
1517
$1.56M 0.01%
9,390
+6,654
1518
$1.56M 0.01%
14,548
-310
1519
$1.55M 0.01%
42,882
-526
1520
$1.55M 0.01%
61,751
-74,788
1521
$1.55M 0.01%
18,051
+498
1522
$1.55M 0.01%
50,475
-11,333
1523
$1.55M 0.01%
22,707
-1,691
1524
$1.55M 0.01%
6,100
+1,510
1525
$1.55M 0.01%
55,003
+2,117
59 60
61
62 63