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
1701
$1.22M ﹤0.01%
4,608
+145
1702
$1.22M ﹤0.01%
12,567
-9,728
1703
$1.22M ﹤0.01%
3,820
-184
1704
$1.22M ﹤0.01%
21,636
-354
1705
$1.22M ﹤0.01%
177,585
+1,369
1706
$1.22M ﹤0.01%
39,232
+28,302
1707
$1.21M ﹤0.01%
53,783
-101,629
1708
$1.21M ﹤0.01%
51,331
+6,409
1709
$1.21M ﹤0.01%
28,917
-1,072
1710
$1.21M ﹤0.01%
31,153
+790
1711
$1.21M ﹤0.01%
25,547
-793
1712
$1.21M ﹤0.01%
11,411
+1,582
1713
$1.2M ﹤0.01%
40,291
+23,540
1714
$1.2M ﹤0.01%
30,672
-269
1715
$1.2M ﹤0.01%
48,242
-8,747
1716
$1.2M ﹤0.01%
31,159
-6,225
1717
$1.2M ﹤0.01%
34,674
+2,202
1718
$1.19M ﹤0.01%
34,817
-58,364
1719
$1.19M ﹤0.01%
27,226
-2,962
1720
$1.19M ﹤0.01%
11,389
-2,195
1721
$1.19M ﹤0.01%
124,160
+11,220
1722
$1.19M ﹤0.01%
26,788
-14,872
1723
$1.19M ﹤0.01%
23,150
-25
1724
$1.19M ﹤0.01%
30,822
-13,032
1725
$1.19M ﹤0.01%
24,268
-3,684
67 68
69
70 71