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
2751
$343K ﹤0.01%
7,106
+229
2752
$343K ﹤0.01%
1,288
-89
2753
$343K ﹤0.01%
12,635
+3,351
2754
$343K ﹤0.01%
9,812
-119
2755
$342K ﹤0.01%
14,949
+4,671
2756
$341K ﹤0.01%
8,443
-17,437
2757
$340K ﹤0.01%
453,001
+1
2758
$340K ﹤0.01%
10,409
-9,661
2759
$338K ﹤0.01%
6,891
-1,746
2760
$337K ﹤0.01%
1,939
-33
2761
$337K ﹤0.01%
52,100
+3,750
2762
$336K ﹤0.01%
10,990
+11
2763
$335K ﹤0.01%
+8,019
2764
$334K ﹤0.01%
4,492
+1,104
2765
$334K ﹤0.01%
9,993
-5,275
2766
$332K ﹤0.01%
5,917
+227
2767
$332K ﹤0.01%
21,010
-1,412
2768
$332K ﹤0.01%
5,243
-854
2769
$332K ﹤0.01%
+13,593
2770
$331K ﹤0.01%
84,475
+39,619
2771
$331K ﹤0.01%
18,921
+853
2772
$330K ﹤0.01%
+9,223
2773
$330K ﹤0.01%
31,265
+566
2774
$330K ﹤0.01%
8,810
-19,833
2775
$330K ﹤0.01%
+16,764
109 110
111
112 113