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
1676
$1.26M ﹤0.01%
19,239
-4,825
1677
$1.26M ﹤0.01%
25,094
-96,830
1678
$1.26M ﹤0.01%
23,827
-1,020
1679
$1.25M ﹤0.01%
118,767
+23,473
1680
$1.25M ﹤0.01%
81,794
-40,965
1681
$1.25M ﹤0.01%
216,653
+81,709
1682
$1.25M ﹤0.01%
30,754
+5,250
1683
$1.25M ﹤0.01%
1,056
-329
1684
$1.25M ﹤0.01%
36,022
-5,809
1685
$1.25M ﹤0.01%
52,247
+5,026
1686
$1.25M ﹤0.01%
143,043
+5,653
1687
$1.24M ﹤0.01%
96,135
+6,641
1688
$1.24M ﹤0.01%
46,020
-2,269
1689
$1.24M ﹤0.01%
93,824
-2,172
1690
$1.23M ﹤0.01%
10,622
+1
1691
$1.23M ﹤0.01%
7,580
+67
1692
$1.23M ﹤0.01%
26,014
-405
1693
$1.23M ﹤0.01%
129,282
+12,459
1694
$1.23M ﹤0.01%
18,581
+1,195
1695
$1.23M ﹤0.01%
34,834
-1,590
1696
$1.22M ﹤0.01%
33,230
-570
1697
$1.22M ﹤0.01%
46,718
-252
1698
$1.22M ﹤0.01%
51,992
+12,385
1699
$1.22M ﹤0.01%
28,609
-12,454
1700
$1.22M ﹤0.01%
4,317
-799
66 67
68
69 70