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
3476
$13K ﹤0.01%
18,008
-5,500
3477
$13K ﹤0.01%
22,280
3478
$12K ﹤0.01%
+12,781
3479
$12K ﹤0.01%
10,674
-2,645
3480
$11K ﹤0.01%
10,762
+50
3481
$11K ﹤0.01%
+19,409
3482
$10K ﹤0.01%
700
3483
$10K ﹤0.01%
22,075
-1,538
3484
$8K ﹤0.01%
+88,122
3485
$8K ﹤0.01%
1,202
+58
3486
$7K ﹤0.01%
386
+180
3487
$6K ﹤0.01%
750
-138
3488
$6K ﹤0.01%
627
+110
3489
$6K ﹤0.01%
+11,186
3490
$5K ﹤0.01%
1,150
3491
$3K ﹤0.01%
10,000
3492
$3K ﹤0.01%
580
3493
$1K ﹤0.01%
10,550
3494
$1K ﹤0.01%
20,000
3495
– –
-4,050
3496
– –
-2,923
3497
– –
-5,789
3498
– –
-1,518
3499
– –
-24,864
3500
– –
-14,380
138 139
140
141 142