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
201
$29.8M 0.1%
415,456
-12,395
202
$29.6M 0.1%
192,986
-1,104
203
$29.6M 0.1%
357,979
-74,959
204
$29.5M 0.1%
295,289
-109,855
205
$29.5M 0.1%
815,601
-6,159
206
$29.4M 0.1%
126,221
-3,913
207
$29.4M 0.1%
87,873
-9,202
208
$29.1M 0.1%
1,105,434
+106,242
209
$28.8M 0.1%
273,138
-2,857
210
$28.8M 0.1%
52,648
+14,652
211
$28.7M 0.1%
880,394
+29,957
212
$28.3M 0.1%
140,208
+8,950
213
$28.3M 0.1%
515,765
-47,460
214
$28.3M 0.1%
778,649
+265,704
215
$28.2M 0.1%
462,142
-51,585
216
$28M 0.09%
444,886
+53,097
217
$28M 0.09%
453,202
+3,103
218
$27.9M 0.09%
404,471
+19,167
219
$27.3M 0.09%
148,224
-4,516
220
$27.1M 0.09%
535,490
+87,897
221
$26.6M 0.09%
259,575
+157,452
222
$26.6M 0.09%
155,824
+2,919
223
$26.3M 0.09%
290,451
-17,783
224
$26.2M 0.09%
559,397
+27,443
225
$26.1M 0.09%
283,091
+29,384
7 8
9
10 11