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
1726
$1.18M ﹤0.01%
35,724
+10,604
1727
$1.18M ﹤0.01%
42,956
-71
1728
$1.18M ﹤0.01%
25,851
-8,297
1729
$1.18M ﹤0.01%
50,589
+8,923
1730
$1.18M ﹤0.01%
27,701
+2,294
1731
$1.18M ﹤0.01%
63,704
+3,428
1732
$1.18M ﹤0.01%
+37,805
1733
$1.18M ﹤0.01%
46,775
-178,251
1734
$1.17M ﹤0.01%
6,421
-340
1735
$1.17M ﹤0.01%
107,294
-6,782
1736
$1.17M ﹤0.01%
8,786
-282
1737
$1.17M ﹤0.01%
4,789
+645
1738
$1.17M ﹤0.01%
7,960
+2,302
1739
$1.17M ﹤0.01%
48,010
+208
1740
$1.17M ﹤0.01%
19,569
-965
1741
$1.16M ﹤0.01%
3,664
+1,817
1742
$1.16M ﹤0.01%
35,839
+28,576
1743
$1.16M ﹤0.01%
196,076
-29,414
1744
$1.16M ﹤0.01%
26,218
+13,380
1745
$1.16M ﹤0.01%
46,019
+22,208
1746
$1.16M ﹤0.01%
37,250
-673
1747
$1.15M ﹤0.01%
32,858
-44,076
1748
$1.15M ﹤0.01%
3,407
-334
1749
$1.15M ﹤0.01%
41,776
-6,210
1750
$1.15M ﹤0.01%
13,206
+2,281
68 69
70
71 72