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
2651
$395K ﹤0.01%
12,062
+4,351
2652
$394K ﹤0.01%
2,638
-395
2653
$392K ﹤0.01%
1,025
+1
2654
$392K ﹤0.01%
6,520
+325
2655
$392K ﹤0.01%
6,168
+1,469
2656
$390K ﹤0.01%
7,996
-494
2657
$390K ﹤0.01%
7,745
+112
2658
$389K ﹤0.01%
15,910
+968
2659
$389K ﹤0.01%
6,741
+384
2660
$389K ﹤0.01%
4,972
-39
2661
$386K ﹤0.01%
2,593
-118
2662
$386K ﹤0.01%
20,653
+669
2663
$386K ﹤0.01%
+16,031
2664
$385K ﹤0.01%
+7,973
2665
$385K ﹤0.01%
14,035
+4,293
2666
$385K ﹤0.01%
73,111
+1,785
2667
$385K ﹤0.01%
16,244
+5,003
2668
$384K ﹤0.01%
8,703
+3,601
2669
$383K ﹤0.01%
7,570
+307
2670
$383K ﹤0.01%
14,695
-96
2671
$383K ﹤0.01%
9,850
-773
2672
$382K ﹤0.01%
7,873
-757
2673
$382K ﹤0.01%
8,524
+2
2674
$381K ﹤0.01%
39,827
-814
2675
$380K ﹤0.01%
+16,975
105 106
107
108 109