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
1551
$1.5M 0.01%
30,499
+24,592
1552
$1.5M 0.01%
24,115
-574
1553
$1.5M 0.01%
188,967
-21,433
1554
$1.5M 0.01%
70,265
-6,550
1555
$1.5M 0.01%
13,578
+229
1556
$1.5M 0.01%
77,020
+1,481
1557
$1.5M 0.01%
41,704
-138,924
1558
$1.49M 0.01%
65,401
+17,898
1559
$1.49M 0.01%
19,435
+3,009
1560
$1.49M 0.01%
32,013
+3,894
1561
$1.49M 0.01%
28,293
+2,705
1562
$1.49M 0.01%
154,013
-6,717
1563
$1.49M 0.01%
23,247
+2,419
1564
$1.49M 0.01%
6,573
-2,519
1565
$1.48M 0.01%
68,577
+27,458
1566
$1.48M 0.01%
22,059
-10,899
1567
$1.48M 0.01%
45,592
-2,960
1568
$1.48M 0.01%
22,591
+86
1569
$1.47M 0.01%
45,350
+14,266
1570
$1.47M 0.01%
156,523
-9,656
1571
$1.47M ﹤0.01%
48,389
-5,402
1572
$1.47M ﹤0.01%
25,232
+1,144
1573
$1.46M ﹤0.01%
40,420
-204
1574
$1.46M ﹤0.01%
22,005
+2,268
1575
$1.46M ﹤0.01%
118,474
+3,877
61 62
63
64 65