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
3226
$185K ﹤0.01%
12,431
+213
3227
$185K ﹤0.01%
15,529
-4,919
3228
$185K ﹤0.01%
39,638
-6,237
3229
$184K ﹤0.01%
+11,156
3230
$183K ﹤0.01%
79,369
+17,319
3231
$182K ﹤0.01%
20,012
-1,375
3232
$182K ﹤0.01%
131,720
+46,040
3233
$181K ﹤0.01%
+10,584
3234
$180K ﹤0.01%
19,630
-131
3235
$180K ﹤0.01%
+23,075
3236
$180K ﹤0.01%
30,758
+5,033
3237
$179K ﹤0.01%
67,001
+6,635
3238
$179K ﹤0.01%
79,957
+52,000
3239
$178K ﹤0.01%
39,726
+4,075
3240
$176K ﹤0.01%
16,663
-844
3241
$175K ﹤0.01%
31,252
+18,114
3242
$174K ﹤0.01%
11,991
+4
3243
$172K ﹤0.01%
31,881
+535
3244
$171K ﹤0.01%
103,110
3245
$170K ﹤0.01%
+43,822
3246
$169K ﹤0.01%
23,972
-2,384
3247
$169K ﹤0.01%
10,297
-10
3248
$168K ﹤0.01%
34,847
+1,824
3249
$168K ﹤0.01%
18,090
-250
3250
$166K ﹤0.01%
30,414
-181
128 129
130
131 132