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
2676
$380K ﹤0.01%
1,148
-3
2677
$379K ﹤0.01%
12,912
+68
2678
$378K ﹤0.01%
4,547
-418
2679
$378K ﹤0.01%
13,906
+3,568
2680
$377K ﹤0.01%
8,898
+608
2681
$376K ﹤0.01%
164,459
+10,975
2682
$376K ﹤0.01%
7,496
-332
2683
$375K ﹤0.01%
13,913
-16,283
2684
$375K ﹤0.01%
+18,423
2685
$374K ﹤0.01%
28,238
+6,892
2686
$374K ﹤0.01%
+8,153
2687
$373K ﹤0.01%
182,766
+5,426
2688
$373K ﹤0.01%
15,531
-180,572
2689
$373K ﹤0.01%
11,566
+5,075
2690
$372K ﹤0.01%
99,620
+13,860
2691
$372K ﹤0.01%
+17,244
2692
$372K ﹤0.01%
5,555
+2,435
2693
$371K ﹤0.01%
+11,928
2694
$371K ﹤0.01%
4,673
+404
2695
$371K ﹤0.01%
60,501
+2,500
2696
$370K ﹤0.01%
27,706
+14,507
2697
$369K ﹤0.01%
+14,568
2698
$366K ﹤0.01%
8,428
-4,742
2699
$366K ﹤0.01%
8,006
2700
$366K ﹤0.01%
22,803
+1,892
106 107
108
109 110