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
2726
$355K ﹤0.01%
7,760
-219
2727
$354K ﹤0.01%
26,278
-4,317
2728
$354K ﹤0.01%
16,288
+1,156
2729
$353K ﹤0.01%
7,016
+44
2730
$353K ﹤0.01%
6,875
-9,999
2731
$353K ﹤0.01%
2,206
+101
2732
$353K ﹤0.01%
+9,406
2733
$352K ﹤0.01%
958
-235
2734
$352K ﹤0.01%
13,195
-10,022
2735
$352K ﹤0.01%
190
+27
2736
$350K ﹤0.01%
9,500
+80
2737
$350K ﹤0.01%
3,538
-246
2738
$350K ﹤0.01%
703
-260
2739
$349K ﹤0.01%
15,315
+2,645
2740
$348K ﹤0.01%
15,119
+4,020
2741
$347K ﹤0.01%
7,974
+1,368
2742
$346K ﹤0.01%
187,789
+20,900
2743
$346K ﹤0.01%
7,401
+1,227
2744
$346K ﹤0.01%
45,171
+12,864
2745
$346K ﹤0.01%
28,676
+1,468
2746
$346K ﹤0.01%
+2,943
2747
$345K ﹤0.01%
+11,151
2748
$345K ﹤0.01%
14,236
+2,665
2749
$344K ﹤0.01%
8,973
-241
2750
$344K ﹤0.01%
1,035
-156
108 109
110
111 112