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
2551
$442K ﹤0.01%
8,116
-7,517
2552
$442K ﹤0.01%
45,799
+9,709
2553
$441K ﹤0.01%
7,828
-52
2554
$440K ﹤0.01%
6,202
+1,260
2555
$439K ﹤0.01%
17,188
+1,409
2556
$439K ﹤0.01%
6,876
-155
2557
$439K ﹤0.01%
4,263
-539
2558
$439K ﹤0.01%
15,388
-149
2559
$437K ﹤0.01%
23,999
-644
2560
$437K ﹤0.01%
17,931
-1,594
2561
$437K ﹤0.01%
14,367
+25
2562
$436K ﹤0.01%
27,890
2563
$436K ﹤0.01%
12,891
-1,169
2564
$435K ﹤0.01%
9,757
+1,253
2565
$434K ﹤0.01%
3,309
-1,541
2566
$433K ﹤0.01%
16,348
+172
2567
$432K ﹤0.01%
18,177
-1,086
2568
$432K ﹤0.01%
7,975
+53
2569
$432K ﹤0.01%
29,525
-5,928
2570
$432K ﹤0.01%
17,508
-53,709
2571
$431K ﹤0.01%
2,160
-668
2572
$431K ﹤0.01%
71,663
+7,607
2573
$430K ﹤0.01%
15,129
-135
2574
$429K ﹤0.01%
6,079
-420
2575
$429K ﹤0.01%
12,309
-58
101 102
103
104 105