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
3451
$21K ﹤0.01%
13,712
-387
3452
$21K ﹤0.01%
10,700
-500
3453
$21K ﹤0.01%
19,300
+3,300
3454
$21K ﹤0.01%
17,081
-12,171
3455
$21K ﹤0.01%
15,822
-860
3456
$20K ﹤0.01%
20,940
+996
3457
$19K ﹤0.01%
26,008
-13,900
3458
$19K ﹤0.01%
16,353
+3,595
3459
$19K ﹤0.01%
+16,622
3460
$18K ﹤0.01%
13,445
+425
3461
$18K ﹤0.01%
20,000
3462
$18K ﹤0.01%
10,240
3463
$18K ﹤0.01%
49,089
-1,538
3464
$17K ﹤0.01%
10,656
3465
$17K ﹤0.01%
11,525
3466
$17K ﹤0.01%
+10,671
3467
$17K ﹤0.01%
+10,558
3468
$17K ﹤0.01%
25,790
3469
$15K ﹤0.01%
+10,000
3470
$15K ﹤0.01%
+11,880
3471
$15K ﹤0.01%
19,926
-15
3472
$14K ﹤0.01%
20,034
-142
3473
$14K ﹤0.01%
+15,421
3474
$13K ﹤0.01%
12,961
3475
$13K ﹤0.01%
15,985
137 138
139
140 141