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
3376
$80K ﹤0.01%
+12,448
3377
$79K ﹤0.01%
29,212
+115
3378
$78K ﹤0.01%
15,668
+1,147
3379
$78K ﹤0.01%
14,684
+1,200
3380
$78K ﹤0.01%
10,398
-2,300
3381
$75K ﹤0.01%
26,831
-1,699
3382
$74K ﹤0.01%
27,456
+4,579
3383
$73K ﹤0.01%
14,100
-200
3384
$70K ﹤0.01%
11,698
3385
$69K ﹤0.01%
+81,000
3386
$68K ﹤0.01%
16,322
+3,276
3387
$66K ﹤0.01%
18,511
+538
3388
$66K ﹤0.01%
+78,145
3389
$65K ﹤0.01%
13,311
-6,899
3390
$64K ﹤0.01%
41,873
3391
$64K ﹤0.01%
+10,627
3392
$62K ﹤0.01%
9,843
-8,406
3393
$61K ﹤0.01%
27,867
+17,500
3394
$60K ﹤0.01%
23,121
+6,659
3395
$59K ﹤0.01%
37,795
-11,118
3396
$58K ﹤0.01%
12,061
-723
3397
$58K ﹤0.01%
+42,000
3398
$55K ﹤0.01%
26,924
+195
3399
$55K ﹤0.01%
+25,000
3400
$54K ﹤0.01%
+17,950
134 135
136
137 138