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
1826
$1.06M ﹤0.01%
4,783
+67
1827
$1.06M ﹤0.01%
47,994
-11,033
1828
$1.06M ﹤0.01%
36,157
+25,718
1829
$1.06M ﹤0.01%
25,982
-20,353
1830
$1.05M ﹤0.01%
25,343
+1,143
1831
$1.05M ﹤0.01%
36,509
+3,429
1832
$1.05M ﹤0.01%
30,890
-6,167
1833
$1.05M ﹤0.01%
91,239
-1,412
1834
$1.05M ﹤0.01%
58,652
+20,076
1835
$1.05M ﹤0.01%
52,418
+3,874
1836
$1.05M ﹤0.01%
57,610
-110,081
1837
$1.04M ﹤0.01%
9,405
-1,132
1838
$1.04M ﹤0.01%
16,884
+3,132
1839
$1.04M ﹤0.01%
13,184
+712
1840
$1.04M ﹤0.01%
50,220
+4,817
1841
$1.04M ﹤0.01%
33,655
-693
1842
$1.04M ﹤0.01%
19,576
+275
1843
$1.04M ﹤0.01%
23,733
+1,253
1844
$1.04M ﹤0.01%
23,820
-291
1845
$1.04M ﹤0.01%
20,469
+15,679
1846
$1.04M ﹤0.01%
26,608
+2,799
1847
$1.03M ﹤0.01%
17,770
+445
1848
$1.03M ﹤0.01%
14,199
+173
1849
$1.03M ﹤0.01%
52,070
+14,242
1850
$1.03M ﹤0.01%
31,442
+9,155
72 73
74
75 76