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
1776
$1.11M ﹤0.01%
28,216
-2,296
1777
$1.11M ﹤0.01%
26,406
-3,891
1778
$1.11M ﹤0.01%
6,801
-453
1779
$1.11M ﹤0.01%
50,208
+243
1780
$1.11M ﹤0.01%
24,695
1781
$1.1M ﹤0.01%
31,839
+183
1782
$1.1M ﹤0.01%
44,524
+23,997
1783
$1.1M ﹤0.01%
42,465
-1,400
1784
$1.1M ﹤0.01%
2,986
+130
1785
$1.1M ﹤0.01%
5,248
-4,781
1786
$1.1M ﹤0.01%
88,008
-2,667
1787
$1.1M ﹤0.01%
87,158
1788
$1.09M ﹤0.01%
15,978
+14
1789
$1.09M ﹤0.01%
10,145
+1,871
1790
$1.09M ﹤0.01%
44,223
-2,799
1791
$1.09M ﹤0.01%
11,795
+463
1792
$1.09M ﹤0.01%
28,114
-6,389
1793
$1.09M ﹤0.01%
35,768
+4,188
1794
$1.08M ﹤0.01%
35,352
-10,745
1795
$1.08M ﹤0.01%
26,483
+2,485
1796
$1.08M ﹤0.01%
5,315
-233
1797
$1.08M ﹤0.01%
42,950
+413
1798
$1.08M ﹤0.01%
5,774
-495
1799
$1.08M ﹤0.01%
109,515
+8,014
1800
$1.08M ﹤0.01%
4,132
+156
70 71
72
73 74