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
1751
$1.15M ﹤0.01%
92,318
+30,363
1752
$1.14M ﹤0.01%
70,092
+29,702
1753
$1.14M ﹤0.01%
18,998
+1,953
1754
$1.14M ﹤0.01%
22,549
+9,531
1755
$1.14M ﹤0.01%
26,172
+878
1756
$1.14M ﹤0.01%
27,417
-7,326
1757
$1.14M ﹤0.01%
+48,087
1758
$1.14M ﹤0.01%
27,924
-2,112
1759
$1.13M ﹤0.01%
36,257
-360
1760
$1.13M ﹤0.01%
21,837
+545
1761
$1.13M ﹤0.01%
14,011
+4,585
1762
$1.13M ﹤0.01%
99,444
-21,375
1763
$1.13M ﹤0.01%
19,629
+1,726
1764
$1.13M ﹤0.01%
14,644
-4,524
1765
$1.13M ﹤0.01%
18,188
+5,070
1766
$1.13M ﹤0.01%
8,933
-904
1767
$1.13M ﹤0.01%
32,867
-218
1768
$1.12M ﹤0.01%
25,583
-199
1769
$1.12M ﹤0.01%
25,313
-3,605
1770
$1.12M ﹤0.01%
14,599
-232
1771
$1.12M ﹤0.01%
14,647
+9,719
1772
$1.12M ﹤0.01%
66,160
+14,701
1773
$1.12M ﹤0.01%
98,304
-978
1774
$1.11M ﹤0.01%
28,048
1775
$1.11M ﹤0.01%
14,546
-1,630
69 70
71
72 73