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
1526
$1.55M 0.01%
+41,277
1527
$1.54M 0.01%
10,680
-171
1528
$1.54M 0.01%
14,683
+383
1529
$1.54M 0.01%
35,012
+8,524
1530
$1.54M 0.01%
57,602
+3,336
1531
$1.54M 0.01%
106,372
-13,244
1532
$1.53M 0.01%
32,585
-1,422
1533
$1.52M 0.01%
39,929
+58
1534
$1.52M 0.01%
176,809
+612
1535
$1.52M 0.01%
219,771
-5,144
1536
$1.52M 0.01%
53,160
-16,024
1537
$1.52M 0.01%
56,284
+14,943
1538
$1.52M 0.01%
25,759
-5,540
1539
$1.51M 0.01%
35,741
+5,733
1540
$1.51M 0.01%
56,168
+7,293
1541
$1.51M 0.01%
38,679
+886
1542
$1.51M 0.01%
36,872
-3,254
1543
$1.51M 0.01%
19,589
-665
1544
$1.51M 0.01%
27,586
+3,529
1545
$1.51M 0.01%
8,908
+1,693
1546
$1.51M 0.01%
9,110
+443
1547
$1.51M 0.01%
39,502
-3,663
1548
$1.51M 0.01%
26,178
-4,060
1549
$1.5M 0.01%
37,917
-924
1550
$1.5M 0.01%
+19,904
60 61
62
63 64