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
3426
$38K ﹤0.01%
13,321
-13,203
3427
$35K ﹤0.01%
1,847
3428
$34K ﹤0.01%
+10,687
3429
$34K ﹤0.01%
16,128
-2,063
3430
$33K ﹤0.01%
+11,303
3431
$33K ﹤0.01%
23,490
3432
$30K ﹤0.01%
+24,000
3433
$29K ﹤0.01%
20,560
-300
3434
$28K ﹤0.01%
16,542
-1,605
3435
$27K ﹤0.01%
10,000
3436
$27K ﹤0.01%
22,800
-144
3437
$27K ﹤0.01%
73,519
+62,389
3438
$26K ﹤0.01%
+10,330
3439
$26K ﹤0.01%
11,419
+75
3440
$26K ﹤0.01%
+18,000
3441
$24K ﹤0.01%
+10,697
3442
$24K ﹤0.01%
13,990
-1,698
3443
$24K ﹤0.01%
+21,500
3444
$24K ﹤0.01%
664
-227
3445
$22K ﹤0.01%
24,362
+1,393
3446
$22K ﹤0.01%
14,835
-1,181
3447
$22K ﹤0.01%
10,168
-19,563
3448
$22K ﹤0.01%
22,147
-2,354
3449
$22K ﹤0.01%
50,167
+18,917
3450
$22K ﹤0.01%
17,500
136 137
138
139 140