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
2951
$272K ﹤0.01%
2,296
-119
2952
$272K ﹤0.01%
37,968
+3,350
2953
$272K ﹤0.01%
8,687
+80
2954
$271K ﹤0.01%
6,236
-87
2955
$271K ﹤0.01%
6,339
+909
2956
$270K ﹤0.01%
5,878
+2,336
2957
$270K ﹤0.01%
12,656
-273
2958
$270K ﹤0.01%
33,724
+20,731
2959
$270K ﹤0.01%
21,958
+3,768
2960
$270K ﹤0.01%
10,850
2961
$269K ﹤0.01%
6,156
+1,218
2962
$269K ﹤0.01%
4,648
-130
2963
$269K ﹤0.01%
12,415
-988
2964
$268K ﹤0.01%
32,388
-124
2965
$268K ﹤0.01%
16,425
-2,354
2966
$268K ﹤0.01%
3,735
-92
2967
$267K ﹤0.01%
9,823
2968
$267K ﹤0.01%
1,934
-77
2969
$267K ﹤0.01%
9,654
+229
2970
$266K ﹤0.01%
3,544
+521
2971
$266K ﹤0.01%
20,667
+1,578
2972
$266K ﹤0.01%
+6,543
2973
$265K ﹤0.01%
2,093
2974
$265K ﹤0.01%
44,096
-768
2975
$265K ﹤0.01%
11,272
-161
117 118
119
120 121