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
2926
$278K ﹤0.01%
3,192
-93
2927
$278K ﹤0.01%
+6,798
2928
$278K ﹤0.01%
9,421
+1,297
2929
$277K ﹤0.01%
5,356
+675
2930
$276K ﹤0.01%
+15,189
2931
$276K ﹤0.01%
15,187
-1,949
2932
$276K ﹤0.01%
2,693
-1,359
2933
$276K ﹤0.01%
3,770
+428
2934
$276K ﹤0.01%
+2,017
2935
$275K ﹤0.01%
10,347
-21,757
2936
$275K ﹤0.01%
2,751
-1,103
2937
$275K ﹤0.01%
12,605
-9,411
2938
$275K ﹤0.01%
13,491
-1,254
2939
$274K ﹤0.01%
13,714
+259
2940
$274K ﹤0.01%
+13,722
2941
$274K ﹤0.01%
14,010
+885
2942
$273K ﹤0.01%
+4,597
2943
$273K ﹤0.01%
13,743
-179
2944
$273K ﹤0.01%
22,741
+7,086
2945
$273K ﹤0.01%
2,343
-723
2946
$273K ﹤0.01%
202,387
+117,492
2947
$273K ﹤0.01%
4,810
-1,167
2948
$273K ﹤0.01%
2,426
+165
2949
$272K ﹤0.01%
5,963
-182
2950
$272K ﹤0.01%
4,663
+1,393
116 117
118
119 120