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
3151
$214K ﹤0.01%
8,188
-9
3152
$214K ﹤0.01%
10,757
+733
3153
$214K ﹤0.01%
7,651
+16
3154
$214K ﹤0.01%
5,730
3155
$213K ﹤0.01%
+789
3156
$213K ﹤0.01%
4,968
+187
3157
$213K ﹤0.01%
21,195
+5,803
3158
$212K ﹤0.01%
14,121
-1,281
3159
$212K ﹤0.01%
6,027
-101
3160
$212K ﹤0.01%
25,743
+4,773
3161
$212K ﹤0.01%
+1,575
3162
$212K ﹤0.01%
4,585
-8,629
3163
$212K ﹤0.01%
+5,666
3164
$211K ﹤0.01%
+3,725
3165
$211K ﹤0.01%
3,561
+97
3166
$211K ﹤0.01%
7,334
-550
3167
$211K ﹤0.01%
7,088
-25
3168
$211K ﹤0.01%
17,969
-2,737
3169
$211K ﹤0.01%
6,846
+27
3170
$210K ﹤0.01%
+4,994
3171
$209K ﹤0.01%
8,124
+34
3172
$209K ﹤0.01%
13,292
+655
3173
$209K ﹤0.01%
5,254
-13
3174
$209K ﹤0.01%
5,645
3175
$209K ﹤0.01%
+3,264
125 126
127
128 129