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
3301
$134K ﹤0.01%
+10,522
3302
$134K ﹤0.01%
12,414
-1,525
3303
$134K ﹤0.01%
24,878
-9,281
3304
$133K ﹤0.01%
+59,750
3305
$133K ﹤0.01%
35,501
+9,544
3306
$133K ﹤0.01%
13,291
+917
3307
$132K ﹤0.01%
21,673
3308
$132K ﹤0.01%
+24,278
3309
$131K ﹤0.01%
10,112
-283
3310
$131K ﹤0.01%
11,736
-331
3311
$130K ﹤0.01%
25,232
-1,129
3312
$129K ﹤0.01%
+10,861
3313
$129K ﹤0.01%
12,889
+52
3314
$129K ﹤0.01%
11,777
-819
3315
$129K ﹤0.01%
+20,099
3316
$128K ﹤0.01%
88,959
-14,800
3317
$128K ﹤0.01%
30,527
3318
$126K ﹤0.01%
+10,164
3319
$125K ﹤0.01%
33,053
+4,767
3320
$124K ﹤0.01%
37,474
+20,196
3321
$123K ﹤0.01%
12,382
+148
3322
$123K ﹤0.01%
11,764
-49,136
3323
$123K ﹤0.01%
+11,676
3324
$121K ﹤0.01%
14,762
+1,849
3325
$120K ﹤0.01%
68,252
+4,260
131 132
133
134 135