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
1576
$1.46M ﹤0.01%
77,093
-48,692
1577
$1.45M ﹤0.01%
20,702
-1,274
1578
$1.45M ﹤0.01%
8,014
+126
1579
$1.45M ﹤0.01%
33,032
-4,812
1580
$1.45M ﹤0.01%
32,179
-569
1581
$1.45M ﹤0.01%
16,625
+355
1582
$1.44M ﹤0.01%
69,816
-2,379
1583
$1.44M ﹤0.01%
41,159
-579
1584
$1.44M ﹤0.01%
18,893
-895
1585
$1.44M ﹤0.01%
120,264
+29,623
1586
$1.44M ﹤0.01%
32,203
+3,365
1587
$1.43M ﹤0.01%
33,057
-1,632
1588
$1.43M ﹤0.01%
45,236
-924
1589
$1.43M ﹤0.01%
57,473
-18,161
1590
$1.43M ﹤0.01%
97,812
+6,873
1591
$1.42M ﹤0.01%
35,634
+1,532
1592
$1.41M ﹤0.01%
47,505
-3,466
1593
$1.41M ﹤0.01%
30,905
+691
1594
$1.41M ﹤0.01%
77,421
-139,970
1595
$1.41M ﹤0.01%
27,526
+9
1596
$1.41M ﹤0.01%
45,520
-371
1597
$1.4M ﹤0.01%
9,153
-175
1598
$1.4M ﹤0.01%
+45,583
1599
$1.4M ﹤0.01%
40,088
+21,943
1600
$1.4M ﹤0.01%
8,328
+608
62 63
64
65 66