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
3351
$99K ﹤0.01%
85,716
-631
3352
$99K ﹤0.01%
+12,220
3353
$98K ﹤0.01%
14,696
3354
$96K ﹤0.01%
12,630
-500
3355
$95K ﹤0.01%
+13,714
3356
$94K ﹤0.01%
14,490
-800
3357
$92K ﹤0.01%
12,282
-220
3358
$92K ﹤0.01%
9,065
+615
3359
$92K ﹤0.01%
13,132
+1,833
3360
$91K ﹤0.01%
16,903
+48
3361
$91K ﹤0.01%
11,099
+6
3362
$90K ﹤0.01%
25,788
+74
3363
$90K ﹤0.01%
33,143
-5,962
3364
$90K ﹤0.01%
21,642
+10,033
3365
$89K ﹤0.01%
17,662
-343
3366
$88K ﹤0.01%
14,302
-4,052
3367
$88K ﹤0.01%
33,761
-5,823
3368
$86K ﹤0.01%
19,957
3369
$86K ﹤0.01%
15,554
3370
$85K ﹤0.01%
+18,230
3371
$84K ﹤0.01%
14,278
+278
3372
$84K ﹤0.01%
+152,770
3373
$83K ﹤0.01%
10,199
-1,988
3374
$80K ﹤0.01%
11,869
-400
3375
$80K ﹤0.01%
90,740
+7,345
133 134
135
136 137