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
1626
$1.36M ﹤0.01%
47,328
-1,381
1627
$1.36M ﹤0.01%
61,807
-334,472
1628
$1.36M ﹤0.01%
7,748
+298
1629
$1.36M ﹤0.01%
11,603
-1,854
1630
$1.36M ﹤0.01%
17,530
-2,033
1631
$1.36M ﹤0.01%
+40,434
1632
$1.35M ﹤0.01%
22,484
+3,773
1633
$1.35M ﹤0.01%
16,484
+6,976
1634
$1.35M ﹤0.01%
32,023
+1,158
1635
$1.34M ﹤0.01%
160,071
+539
1636
$1.34M ﹤0.01%
22,370
-1,591
1637
$1.34M ﹤0.01%
+127,770
1638
$1.34M ﹤0.01%
25,026
+203
1639
$1.34M ﹤0.01%
77,846
+27,832
1640
$1.33M ﹤0.01%
39,189
+4,914
1641
$1.33M ﹤0.01%
41,080
-15,383
1642
$1.33M ﹤0.01%
58,479
+19,352
1643
$1.33M ﹤0.01%
41,938
+25,513
1644
$1.33M ﹤0.01%
40,410
1645
$1.32M ﹤0.01%
21,385
+678
1646
$1.32M ﹤0.01%
32,349
+1,174
1647
$1.32M ﹤0.01%
59,052
+8,849
1648
$1.32M ﹤0.01%
9,683
-5,244
1649
$1.32M ﹤0.01%
54,938
+39,311
1650
$1.31M ﹤0.01%
4,269
-53
64 65
66
67 68