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
3126
$220K ﹤0.01%
5,089
+461
3127
$220K ﹤0.01%
21,414
-2,424
3128
$219K ﹤0.01%
+3,624
3129
$219K ﹤0.01%
+2,817
3130
$219K ﹤0.01%
6,328
+28
3131
$218K ﹤0.01%
7,429
+80
3132
$218K ﹤0.01%
7,923
-190,333
3133
$218K ﹤0.01%
27,432
-400
3134
$217K ﹤0.01%
4,037
-817
3135
$217K ﹤0.01%
13,766
+2,021
3136
$217K ﹤0.01%
+8,555
3137
$217K ﹤0.01%
35,460
+845
3138
$217K ﹤0.01%
21,594
-1,031
3139
$216K ﹤0.01%
14,292
+743
3140
$216K ﹤0.01%
5,861
+200
3141
$216K ﹤0.01%
57,948
+2,455
3142
$216K ﹤0.01%
+10,034
3143
$216K ﹤0.01%
+11,278
3144
$216K ﹤0.01%
2,806
+181
3145
$215K ﹤0.01%
+3,984
3146
$215K ﹤0.01%
22,955
+1,513
3147
$215K ﹤0.01%
+868
3148
$214K ﹤0.01%
4,994
+4
3149
$214K ﹤0.01%
+2,014
3150
$214K ﹤0.01%
2,484
+64
124 125
126
127 128