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
3276
$150K ﹤0.01%
18,410
+269
3277
$148K ﹤0.01%
14,219
-1,823
3278
$147K ﹤0.01%
11,416
-292
3279
$145K ﹤0.01%
38,357
+3,755
3280
$145K ﹤0.01%
118,585
3281
$144K ﹤0.01%
+10,139
3282
$144K ﹤0.01%
12,814
+2,097
3283
$143K ﹤0.01%
10,309
-27,983
3284
$142K ﹤0.01%
10,477
+200
3285
$142K ﹤0.01%
11,410
+150
3286
$142K ﹤0.01%
15,464
+89
3287
$142K ﹤0.01%
13,646
+680
3288
$142K ﹤0.01%
22,866
+635
3289
$140K ﹤0.01%
10,723
-3,880
3290
$140K ﹤0.01%
13,658
-2,693
3291
$140K ﹤0.01%
19,726
+6,722
3292
$139K ﹤0.01%
12,818
+211
3293
$139K ﹤0.01%
14,716
-302
3294
$139K ﹤0.01%
25,500
+500
3295
$138K ﹤0.01%
175,447
-228
3296
$138K ﹤0.01%
31,856
-737
3297
$136K ﹤0.01%
31,445
-190
3298
$136K ﹤0.01%
11,600
3299
$135K ﹤0.01%
23,935
-875
3300
$134K ﹤0.01%
13,018
-1,350
130 131
132
133 134