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
1851
$1.03M ﹤0.01%
23,693
+1,086
1852
$1.03M ﹤0.01%
27,262
-7,532
1853
$1.03M ﹤0.01%
102,945
-3,214
1854
$1.03M ﹤0.01%
25,367
+843
1855
$1.02M ﹤0.01%
20,570
+8,646
1856
$1.02M ﹤0.01%
41,929
+5,613
1857
$1.02M ﹤0.01%
23,956
+843
1858
$1.02M ﹤0.01%
2,221
-486
1859
$1.02M ﹤0.01%
+21,119
1860
$1.02M ﹤0.01%
9,450
-366
1861
$1.02M ﹤0.01%
27,406
+1,216
1862
$1.01M ﹤0.01%
+46,691
1863
$1.01M ﹤0.01%
22,252
-385
1864
$1.01M ﹤0.01%
+20,364
1865
$1.01M ﹤0.01%
23,408
-1,521
1866
$1M ﹤0.01%
56,520
-2,425
1867
$997K ﹤0.01%
20,486
+10,506
1868
$997K ﹤0.01%
44,264
-1,006
1869
$993K ﹤0.01%
46,143
+8,226
1870
$991K ﹤0.01%
4,077
+19
1871
$989K ﹤0.01%
33,374
-15,333
1872
$988K ﹤0.01%
10,344
-511
1873
$988K ﹤0.01%
23,859
-183
1874
$988K ﹤0.01%
9,363
1875
$986K ﹤0.01%
35,317
+283
73 74
75
76 77