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
1651
$1.31M ﹤0.01%
57,052
-12,511
1652
$1.3M ﹤0.01%
+14,812
1653
$1.3M ﹤0.01%
19,033
-474
1654
$1.3M ﹤0.01%
28,107
-1,880
1655
$1.3M ﹤0.01%
55,182
+1,571
1656
$1.29M ﹤0.01%
27,558
-14,878
1657
$1.29M ﹤0.01%
84,263
+41,600
1658
$1.29M ﹤0.01%
9,993
+2,945
1659
$1.29M ﹤0.01%
760,800
+132,700
1660
$1.28M ﹤0.01%
18,755
-3,028
1661
$1.28M ﹤0.01%
92,975
-2,790
1662
$1.28M ﹤0.01%
17,086
+733
1663
$1.28M ﹤0.01%
37,479
-604
1664
$1.28M ﹤0.01%
215,707
+129,574
1665
$1.28M ﹤0.01%
89,456
-15,573
1666
$1.28M ﹤0.01%
30,396
+5,020
1667
$1.27M ﹤0.01%
33,290
-5,074
1668
$1.27M ﹤0.01%
2,614
+254
1669
$1.27M ﹤0.01%
36,125
+7,275
1670
$1.27M ﹤0.01%
60,026
+10,094
1671
$1.27M ﹤0.01%
60,265
-1,582
1672
$1.27M ﹤0.01%
39,039
-421
1673
$1.26M ﹤0.01%
56,420
+5,159
1674
$1.26M ﹤0.01%
40,418
-70
1675
$1.26M ﹤0.01%
308,331
-34,742
65 66
67
68 69